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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.
Brandon Hall, a Fidelity Workplace Financial Consultant, has more than 21 years with the company. He was previously a financial planning consultant for Fidelity's Personal and Workplace Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Brandon holds a bachelor's degree in biology from George Mason University in Fairfax, Virginia.
Brock Goodwin, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a senior relationship manager for Fidelity's Personal Investing Group. Brock is an investment advisor representative, registered securities representative, and licensed insurance representative.
