Fidelity Investments Announces New Financial Planning Services

Personalized Guidance for Retirement and Savings

Boston, MA (March 8, 2023)

Fidelity Investments, a leading provider of financial services, has announced the launch of new financial planning services designed to help individuals achieve their financial goals. The services offer personalized guidance and expert advice on various aspects of financial planning, including retirement planning, savings strategies, and investment management.

With the increasing complexity of financial markets and the growing need for financial security, Fidelity's financial planning services provide clients with access to experienced professionals who can help them navigate their financial journey. These professionals work closely with clients to understand their individual needs and goals, develop tailored plans, and provide ongoing support.

The financial planning services cover a range of topics, including:

• Retirement planning and investment strategies
• Savings and budgeting for both short-term and long-term goals
• Estate planning and protecting assets
• Tax minimization and financial risk management

Fidelity's financial planning services are available through its network of financial advisors and online platforms. Clients can choose the level of service that best suits their needs, from one-time consultations to ongoing comprehensive financial planning.

Quote from Fidelity's Head of Financial Planning:

"We understand that financial planning can be overwhelming, especially in today's volatile market environment. Our new financial planning services are designed to provide our clients with the guidance and expertise they need to make informed decisions and achieve their financial goals."

Fidelity Investments has a long history of providing innovative financial services and is committed to helping its clients achieve financial success. The launch of these new financial planning services further demonstrates the company's commitment to providing comprehensive solutions for its customers.