That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Chad McLain, a Fidelity director, retirement planner, has more than nine years with the company. He was previously a retirement relationship manager for Fidelity's Retirement Investment Solutions Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Chad holds a bachelor's degree in finance and banking from Utah Valley University and master's degree in business administration from Colorado State University.
Nick Maly, a Fidelity retirement planner, has more than five years with the company. He was previously an investment consultant at Fidelity's Denver, Colorado, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Nick holds a bachelor's degree in financial services management from Johnson & Wales University - Denver Campus