Several years before my retirement, Fidelity helped set up a cash flow plan. Even after my retirement, Fidelity has stayed with me and tweaked the plan as needed. As a result, I'm having a wonderful retirement!
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
