Fidelity Executive Services

How we help support your decision-making

By looking at your entire financial picture, including your workplace benefits and compensation package, we can help you align your benefits elections with your broader financial strategy. All your conversations remain confidential, even those related to retirement or career transitions.

Benefits optimization strategies

Helping you get more from your benefits

We can review your workplace benefits and help you identify opportunities to optimize your elections.
If your plan includes deferred compensation, we can provide guidance regarding your deferral, investment, and distribution options.
We can analyze how your benefits elections could impact your tax situation and can provide you with education as you look to develop a more tax-efficient approach.

Equity compensation support

We provide education and decision-making guidance on your equity compensation awards, and how they fit into your overall financial plan.
We employ advanced analytics to help you understand the theoretical value and tax impact of your grants while helping you create an exercise strategy that makes sense for you.
We can help you evaluate the risks involved with having too large a portion of your portfolio invested in any one holding.

How Fidelity Executive Services^SM works

Discover how our firsthand knowledge of your benefits can help you build a plan for your full financial picture.

Comprehensive wealth planning

Support for your critical financial decisions

Your team gets to know you and your full financial picture to help you create a wealth plan that's focused on your needs and goals, and evolves as your life does.
We can help you build a plan for multiple goals and priorities, including retirement, managing the costs of health care, and legacy planning.
We can create a comprehensive investment strategy that factors in all your accounts, including those held at other firms.

How Fidelity Executive Services^SM works

Discover how our firsthand knowledge of your benefits can help you build a plan for your full financial picture.

Connect and discover

We'll start with a series of conversations to develop an understanding of your full financial picture to help ensure that our guidance reflects what's 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 help you make the most of what your company offers.

Designing your financial plan

Your planning team will work with you, and, if you’d like, other members of your family or your financial team. Together, you’ll create a comprehensive financial plan, providing clarity for both your workplace benefits and your personal financial situation.

Evaluate and adjust

The plan we help you build can be adjusted as your needs evolve. We’ll continue to meet whenever it makes sense for you in an effort to ensure that your plan aligns with your priorities.

Ready to get started?

To take advantage of this valuable service provided by your employer, schedule an appointment below.

Schedule an appointment

Planning for unexpected taxes on equity compensation

Smart planning starts here.

Read more

Knowing when to exercise stock options

Learn which factors are important to consider.

Read more

Deepening your impact with charitable giving

Tax-efficient ways to fund your charitable giving.

Read more

Frequently asked questions

I already have an advisor at Fidelity. Can I still use Fidelity Executive Services℠?

Yes, your existing relationship will remain unchanged. Your Fidelity representative can work with the Executive Services team for additional workplace benefits guidance and service.
Can I include other members of my family when I meet with my Fidelity Executive Services team?

Absolutely. In fact, this is encouraged, as financial decisions are rarely made alone. Including family members in your discussions can provide your Fidelity Executive Services team with additional context.
Is Fidelity Executive Services confidential?

Yes, Fidelity Executive Services is a confidential service. Every interaction you have with your planning team is confidential and will not be disclosed to anyone at your employer. For example, if you decide to leave your employer or retire, you can plan for this event with your Fidelity Executive Services team confidentially.

NetBenefits^®

Access your workplace benefits accounts.

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