Sally Brandon: I’m very much of a planner and I love to feel in control, so I can understand how unsettling it is or our clients who come to us and don’t have that sense of control of where their retirement is going. For us to put a retirement investment strategy in place, and to really help these clients get to where they want to be and have that sense of control is a great feeling!
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.
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