We’re here to help you live well & retire with more.

What You Know

You know a bit about investing. And if you are like most Americans, it probably goes something like this:

You know that saving and planning for your future is good. You know you have an investment account, and maybe even more than one. Perhaps a 401(k) started by an employer, a 529 for the kids’ college, and maybe a money market or bank CD. You try to plan ahead, putting a little bit away when you can for a rainy day – but it’s hard to be disciplined about it. So, for the most part, you just hope that what you’re doing is enough. And you hope that your money is being managed responsibly, so that you’ll have what you need when you need it.

What You May Not Know…

But, chances are, like most people busy with their lives you may not know much more than that. And that’s why Rebalance is here for you. When it comes to financial planning and investing, what you don’t know might hurt you. Like hidden fees that can erode almost a third of your savings over time or brokers who are paid to sell what makes the most money for them, not you.

What You Will Want to Know…

It benefits most financial firms to keep their customers blissfully ignorant. They don’t want you to know that their fees can eat up nearly 30% of your retirement savings over 10 years. They would prefer if you didn’t realize that they underperform market returns nearly 70% of the time. At Rebalance, we want you to know everything about us — that our fees are among the lowest in the industry and that our investment portfolios and financial plans can put more money in your pocket not just when you retire, but for all of life’s important moments. Because the more you know about money, the more the Rebalance approach makes sense.

What We Know…

At Rebalance, we know we are committed to helping you understand your financial big picture and make better-informed financial decisions. We are open about what you are paying for, and what you can expect in return. We are relentless in our pursuit of the lowest possible fees and highest possible standards. It is our mission to deliver premium quality without premium cost.

In short, we know what we want — to help you live well & retire with more.