Workplace investing consultations to help plan your financial goals Fidelity

h1 Let s talk about what matters to you

Or call us at 800-557-1900

When we talk through your financial priorities it s always free as part of your workplace plan

For example, we can help you: Find ways you can jump-start your short or long-term goals with even a small amount.

See if you're on track for the retirement you dream of. Discuss your portfolio.

Talk about your goals and get your questions answered.

h2 How to prepare for your meeting

You don't have to spend a lot of time or effort getting ready to meet with us.

Take a few minutes to think about what's important to you and what's on your mind financially. If this is new to you or you don't have time, we can talk through it together.

Make sure you can log in to your account and take a quick look through your portfolio. If you have investments anywhere else, it will also help to know how much you have so we can include it in our discussion.

Jot down a list of any questions you might have. If you aren't sure what to ask, here are a few that can get you started. Am I on track for retirement? Are all my accounts invested? Am in invested correctly for my goals?

A clear picture of your current accounts. A review of your saving and investing strategy. Discussion about retirement income. Recommend next steps to consider. Suggestions or referrals for other planning services and specialists that are available to you. Maybe think about the top 3 things you want us to know are on your mind financially for you and your family. Review your . Consider , or we can talk through it together. Fidelity planning consultants who work with our clients who have workplace and personal accounts with us. They are located around the US and they are registered with the Financial Industry Regulatory Authority (FINRA). Many are also registered investment advisory representatives. You can learn more about your investment professional at and the . There really is no additional cost or fee for the planning and guidance tool assistance you'll receive in your consultation. It is available to you as part of your workplace plan. Of course, if you change your investments or consider additional services, there may be associated costs. We'll help you understand them if there are. 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. 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. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 939777.2.1 Copyright 1998-2022 FMR LLC. All Rights Reserved. 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