Long-term savings Prepare for surprise expenses Fidelity

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Let’s talk through your financial priorities and come up with a plan for now and the future.

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How to work together

1. Schedule your free call Use our to pick a day and time that’s convenient for you. When you get a confirmation email, let us know that it’s still a good time to meet. Working together is always free as part of your workplace plan. 2. Think about your goals Take a few minutes to think about what’s important to you and what’s on your mind financially. Estimate what you might need for your long-term financial goals. It can be very general. If this is new to you or you don’t have time, we can talk through it together. 3. Review your accounts Make sure you can log in to . Take a quick look through your , particularly if you have multiple accounts.

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800-642-7131

A clear picture of your current accounts. An assessment of your investment mix. A review of your saving and investing strategy. Discussion about retirement income. 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 cost or fee for the service you'll receive in your consultation. It is available to you as part of your workplace plan. Of course, if you take action on your portfolio or consider additional services, there may be associated costs. We'll help you understand them if there are. Questions?
800-642-7131 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 in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Investor Center products and services are offered beyond those of your employer-sponsored retirement plan. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 939760.1.1 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
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