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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Cody Maschmeier, a Fidelity director, retirement planner has more than 11 years with the company. He was previously a dedicated investment education consultant for Fidelity's Tax-Exempt Market. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Cody holds a bachelor's degree in economics (with a minor in Spanish) from the University of New Mexico.