Quick Facts

Retirement planning can start at any time in an individual’s working life. It requires guidance to identify the right retirement plan that meets personal needs. Fidelity is a company that was established to guide people through the journey of investment.  It has grown beyond its head office in Boston, to include 12 regional offices and at least 190 investor centres in the U.S. alone. Beyond borders, there is Fidelity presence in Europe, Australia, and Asia. This company offers guidance on retirement plans to a range of different customers including: –

  • Individual Investors
  • Advisors and Institutions
  • Employers
  • Innovators
  • Charitable Donors

There are more than 32 million people who have made use of the plans on offer from Fidelity. These include organisations that are seeking to ensure their staff have the most innovative investment solutions available. Key contributors to growth and continuity for this firm is their stability, and the ability to review solutions over the long term for additional value. These solutions include the following retirement plans: –

  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • Small Business Retirement plans

Pricing for all the plans is straightforward and simple to understand and the range of available investment options allows for confident selections to be made. There are also tools available on their website that enable one to build up their retirement plan through estimating potential investment and results.

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