Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Tim Wayman, a Fidelity director, retirement planner, has more than 13 years with the company. He was previously a senior account executive at Fidelity's Westlake, Texas, Regional Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Tim holds a bachelor's degree in business from Greenville College and a master's degree in finance from the University of North Texas.