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New Client Onboarding

For our new clients coming on board: Our family at Southeast Retirement Planners would like to express our appreciation and pleasure in your choice to work with our team. We look forward to our new relationship and welcoming your family to ours. Below are a few documents to help answer some common questions that may not have been addressed in our initial meetings.

●           Relationship Expectations

●            Account and Transfer/Rollover Timelines

●            Triggering Events and Setting Up Appointments

●            Referral and Advocacy for our Firm