Let's talk about what we can do for you.
Call today to set up an appointment.
800-533-8004
Available Monday–Friday 8:30 a.m.–8:30 p.m. ET
Your dedicated Executive ServicesSM team can help with:
Benefits optimization
- Inclusive review of your workplace benefit plans and your participation in each
- Equity compensation strategies
- Nonqualified deferred compensation planning
Tax education
- Coordination of benefits to help reduce taxes
- Charitable giving
- Legacy and wealth transfer education*
Planning and education
- Cash flow analysis
- Income protection
- Navigating life events which can impact savings now and in retirement
Our 1-on-1 planning experience is dedicated to the long-term financial wellbeing of you and your family.
Connect and discover
We'll start with a conversation to understand what is important to you and your family.
Analyze your benefits
We specialize in your company's benefits packages and know your company’s unique culture. We can guide you through the decisions to make the most of what your company offers.
Design your plan
Your dedicated planner will meet with you and anyone else you'd like. Together you'll create a financial plan designed to help you grow and protect your wealth.
With you now and in the future
Your Fidelity planner and dedicated team will work and meet with you on your terms, and are always available to answer questions.
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Specialized support for equity compensation plans
We can help manage the plan setup, trade execution, and required filings in accordance with all SEC rules and regulations. Learn more
Call your dedicated team.
800-533-8004
Available Monday–Friday 8:30 a.m.–8:30 p.m. ET
Financial resources at your fingertips
Fidelity Thought Leadership
Practical conversations to help you live well financially, today and tomorrow.
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