Sally Brandon Expert Advice
Meet Sally
Sally Brandon, Vice President of Client Services at Rebalance, discusses why it’s so important to have a financial advisor you can count on. Continue reading
Helping Clients Feel In Control
Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading
A Sense Of Control
Sally Brandon, Vice President of Client Services, understands how unsettling it can be to have no sense of control of where your retirement is going. Continue reading
Taking The Emotion Out Of Retirement Investing
Sally Brandon, Vice President of Client Services, explains how Rebalance works to take the emotion out of retirement investing for their clients. Continue reading
The Power of Two Dedicated to You
Sally Brandon, Vice President of Client Services, discusses Rebalance’s power of two strategy for clients. Continue reading
The Rebalance Annual Review
Sally Brandon explains what the Rebalance Annual Review is, and details how it helps our clients better understand their investments. Continue reading
How Do You Stay In Touch With Clients At Rebalance?
Sally Brandon, Vice President of Client Services, shares how Rebalance ensures that clients have a clear understanding of how their portfolio is invested. Continue reading
Women And Retirement Investing
Sally Brandon, Senior Vice President of Client Service & Advice, shares why it’s important for women to understand how their money is invested. Continue reading
What If I Have A 401(K) Plan With My Current Employer?
Sally Brandon, Vice President, Client Services for Rebalance talks about understanding the right type of investment vehicle for clients. Continue reading
What If I Have Multiple Retirement Accounts?
Sally Brandon, Vice President of Client Services, explains how Rebalance helps clients consolidate multiple retirement accounts. Continue reading
The New Client Experience
Vice President of Client Services, Sally Brandon shares what a new client can expect from working with Rebalance. Continue reading
Saving For College Vs. Retirement
Rebalance Vice President Sally Brandon on the importance of striking a balance between saving for retirement and your children’s college money. Continue reading
Helping Clients Retire With More
Vice President of Client Services, Sally Brandon explains how Rebalance helps clients get to where they want to be and retire with more. Continue reading
How Fees Impact Your Retirement Savings
Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading
Leading Edge Investing At A Low Cost
Sally Brandon on the simple principles that allow Rebalance to give clients the best retirement investments at the lowest price. Continue reading
Rebalancing Your Retirement Portfolio
Vice President of Client Services, Sally Brandon, details why portfolio rebalancing is an essential aspect of retirement investing best practices. Continue reading
Rebalance’s Fiduciary Standard
Sally Brandon explains how Rebalance’s status as a fiduciary allows our firm to work for you, the client, and not for sales commissions. Continue reading
Rebalance vs. Robo Advisors
Sally Brandon on what separates Rebalance from your typical robo advisory firm. Continue reading