What will I get from this planning consultation?
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.
- Do I need to do anything to prepare?
Who will I talk with?
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 BrokerCheck by FINRA and the Investment Adviser Registration Depository.
Is there really no cost?
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. Learn more
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.
Investor Center products and services are offered beyond those of your employer-sponsored retirement plan.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917