Fidelity Executive Services

Executive ServicesSM

A service dedicated to helping you make the most of your company's total compensation and workplace benefits.

Let s talk about what we can do for you br Call today to set up an appointment

800-533-8004 Available Monday–Friday 8:30 a.m.–8:30 p.m. ET

Your dedicated Executive ServicesSM team can help with

Benefits optimization

Inclusive review of your workplace benefit plans and your participation in each Equity compensation strategies Nonqualified deferred compensation planning

Tax-efficient strategies

Coordination of benefits to help reduce taxes Charitable giving Legacy and wealth transfer guidance

Planning and education

Cash flow analysis Income protection Navigating life events which can impact savings now and in retirement To view this video please enable JavaScript, and consider upgrading to a web browser that

Our 1-on-1 in-depth planning experience is dedicated to the long­-term financial wellbeing of you and your family

Connect and discover

We'll start with a conversation to understand what is important to you and your family.

Analyze your benefits

We specialize in your company's benefits packages and know your company’s unique culture. We can guide you through the decisions to make the most of what your company offers.

Design your plan

Your dedicated planner will meet with you and anyone else you'd like. Together you'll create a financial plan designed to help you grow and protect your wealth.

With you now and in the future

Your Fidelity planner and dedicated team will work and meet with you on your terms, and are always available to answer questions.

Specialized support for equity compensation plans

We can help manage the plan setup, trade execution, and required filings in accordance with all SEC rules and regulations.

Call your dedicated team

800-533-8004 Available Monday–Friday 8:30 a.m.–8:30 p.m. ET

Absolutely—your Executive Services team can work with your existing financial advisor to bring Fidelity's extensive knowledge of your workplace benefits and a second opinion to the planning process. No, Executive Services is a complimentary service provided by your employer. Yes, you can. Your Executive Services team will work with you after retirement or termination. Yes—your existing relationship remains unchanged. Your Fidelity representative can work with the Executive Services team for additional workplace benefits guidance and service. Absolutely—this is encouraged, as financial decisions are rarely made alone, and including additional family members can provide your Executive Services team with additional context.

Financial resources at your fingertips

Access to your workplace benefits accounts.

Access articles on a wide range of personal finance topics.

Practical conversations to help you live well financially, today and tomorrow. Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. This information is intended to be educational and is not tailored to the investment needs of any specific investor. Copyright 1998-2022 FMR LLC. All Rights Reserved. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 1021522.1.0 Copyright 1998-2022 FMR LLC. All Rights Reserved.

Ongoing personalized guidance and service

Multi-account asset allocation analysis Projected cash flow now and in retirement Plan for goals such as college savings strategies or buying a second home Caring for aging parents and dependents

Tax strategies to fit your needs

Holistic review of your financial situation for tax efficiencies Coordination of benefits to reduce taxes Tax-efficient charitable gifting Coordination with your legal and tax advisors Estate planning and wealth transfer to family and heirs

Deep knowledge of your workplace benefits

Complete review of your benefits plans and your participation in each Retirement plan contributions and limits Nonqualified deferred compensation planning Equity compensation strategies—when and how to sell company stock Pensions Life insurance, disability income insurance, and long-term care Health Savings Accounts contributions and distributions Coordination of employee benefits to pursue your financial goals Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0