Meet Sally

Sally Brandon: Clients that I have worked with have really appreciated that somebody they trust is there when they call and has the time to answer any questions that they might have; somebody that they know is always going to be there on the other end of the line. I am very much a planner and I love to feel in control, so I can understand how unsettling it is for 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 to have that sense of control is a great feeling!