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NEW CLIENT RESOURCES
Welcome to Your Retirement Journey
Get started with confidence using our New Client Resource Page! Here, you’ll find reminders and clear setup instructions to help you navigate your retirement plan with ease. Follow each step by step guide to ensure a smooth and simple onboarding experience with RetireSimply™.
Step by Step Guides
Click Through Instructions
OPENING UP YOUR FIDELITY ACCOUNT
CREATE YOUR FIDELITY LOGIN
Click Through Instructions
Your Onboarding Team
Sara Ambrose (Client Onboarding): Sara oversees account openings, money movement, and welcoming you to our RetireSimply™ community. She’ll keep you updated on what’s happening behind the scenes over the next few weeks.
Blaine Botkin (Client Services): After your accounts are opened, your money has been moved, and you’ve completed your in person allocation visit with your planner, Blaine will become your primary contact for any questions or support you may need.
Need Help Now?
For priority access to your team whenever you need assistance
817.328.6152
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