Welcome to Fidelity Executive Services^SM

Frequently Asked Questions

• I already have a financial advisor—should I still take advantage of Executive Services?

  Absolutely—your Executive Planning Consultant can work WITH your existing financial advisor to bring his/her unique knowledge of your workplace benefits to the planning process

• How often do I meet with my Executive Planning Consultant?

  As much or as little as necessary according to your needs and situation.

• How is my Executive Planning Consultant compensated?

  Your Executive Planning Consultant is paid via a salary plus a bonus, and does not receive any commissions

• Does Executive Services cost me anything?

  No, Executive Services is a complimentary service provided by your Employer

• Can I continue to work with my Executive Planning Consultant if I retire or leave my current employer?

  Yes you can. Your Executive Planning Consultant will work with you after retirement or termination.

• I already have a Financial Consultant / Account Executive at Fidelity. Can I still use Executive Services?

  Yes—your existing relationship remains unchanged, and your Fidelity Representative can work with your Executive Planning Consultant to provide all of the benefits guidance and service that Executive Services delivers.

• Can I bring my spouse/partner/family to meet with my Executive Planning Consultant?

  Absolutely—this is encouraged, as financial decisions are rarely made alone, and bringing additional family members can provide your Executive Planning Consultant with additional context.

• What if I work in a different state / area than my Executive Planning Consultant?

  Your Executive Planning Consultant will attempt to travel to meet with Executives in person where there is a reasonable concentration of Executives in a particular non-local area; phone meetings and screen share have also proven extremely successful for non-local Executive meetings.