Scott Puritz, Managing Director of Rebalance, discusses ways to successfully help clients achieve their retirement goals. Learn how to retire with more.
transcript
Scott Puritz: The key to successful retirement investing is to think about it as a marathon, a long-term endeavor. We help clients retire with more by providing them with low-cost proprietary portfolios, establishing the right plan that matches their temperament and their tolerance for risk, and building trust with them so that together we can think about succeeding in the long-term as markets go up and down.
