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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.
Caleb Winslow, a Fidelity Workplace Financial Consultant, has more than five years with the company. He was previously a retirement planner for Fidelity's Personal and Workplace Investing Group. Caleb is an investment advisor representative and registered securities representative.
John Wells, a Fidelity Workplace Financial Consultant, has more than 23 years with the company. He was previously an account executive at Fidelity's Southlake, Texas, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, John holds a bachelor's degree in political science from the University of North Texas.