Real Simple – September 2019

(Joyce) #1
Accept job across country.

Buy condo.

Travel back home. Often.

Buy condo next door. For Mom.


  • Digital planning and professional investment management

  • 1-on-1 fi nancial coaching by an advisor when you need it

  • Straightforward assessment of your progress—and what to do next

  • Low, transparent pricing


Call 800.343.3548 or visit Fidelity.com/FPPA to learn more.

Financial planning that moves with your life.

Fidelity® Personalized Planning & Advice

Fidelity® Personalized Planning & Advice provides non-discretionary fi nancial planning and discretionary investment management for a fee. Advisory services
off ered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic
Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services
provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS and NFS are Fidelity Investments companies.
The Fidelity Investments and pyramid design logo and Fidelity are registered service marks of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC , 900 Salem Street, Smithfi eld, RI 02917
© 2019 FMR LLC. All rights reserved. 890670.1.0


Deb’s Personalized Planning & Advice Account
Y5123478XXX

3


$100,000


Total Saved $85,680
Time to Goal
Target

Condo Goal
Free download pdf