Fidelity Premium ServicesSM is a complimentary service reserved for eligible* clients. Among the advantages, you’ll have access to a Planning and Guidance Consultant who will take the time to understand your workplace savings needs and help you make financial decisions you can feel confident about.
The service you deserve
Fidelity brings more than 60 years of wealth management experience to your specific needs. We work with you to understand and address the needs you have, from retirement income to
portfolio planning strategies. Our guidance can help you see your complete retirement picture, which may help give you more control over your money.
To learn how Fidelity Premium ServicesSM can help you, and schedule your complimentary consultation:
A dedicated relationship team: A Planning and Guidance Consultant will help you set up a plan, including:
An annual review of your portfolio to help you get and stay on track
Professional guidance on retirement investments and goal planning to
help you confidently manage your investments
Access to insights and analysis from Fidelity’s top investment professionals
Specialists are on hand to assist you Whenever you need us, your dedicated relationship team is here to help make sure your needs are being met, and to make you aware of important considerations for your portfolio. Our team of Fidelity Representatives is available at your workplace, on the phone, online, or at your local Investor Center. Whichever is easiest for you.
The first step in any good financial plan is defining and prioritizing your goals. Depending on your
situation, retirement may be just around the corner or many years away. Whichever the case, we can
help you build your own plan that can help ensure you’re set up with the appropriate accounts and
investments that meet your needs.
Here’s what we help you do — a disciplined approach to help you meet your goals.
*Fidelity Premium Services is generally available to investors whose eligible assets are at least $250,000. Eligible accounts generally include accounts held with Fidelity Brokerage Services, including Portfolio Advisory Services accounts. Eligible accounts may also include defined contribution workplace savings accounts that are recordkept by Fidelity.
Qualification criteria (e.g., asset level) for, and ongoing access to, Fidelity Premium Services by any particular customer are subject to periodic review by Fidelity and may change at any time. Fidelity reserves the right, without prior notification, to discontinue or reassign client membership in any program if clients fail to continue to meet the applicable qualification criteria, or to amend or cancel selected features and benefits. Fidelity does not guarantee any level of service.
Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
Investing involves risk, including risk of loss. You should consider your objectives, time horizon, and risk tolerance carefully before investing.