Curated Solutions to Reduce Stress

Available from Fidelity and Third-Party Providers

We help millions of people invest their life savings and plan for their financial future. That part you know. We also offer resources, products, and solutions beyond investing.

From buying a home to doing taxes, planning for college, even creating a will online, we can connect your employees with leading industry providers to help them confidently make financial decisions.

Below is an overview of the suite of solutions available. To learn more about each offering, simply click on the provider’s name.

Caring for loved ones
•    Alska- helping caregivers stay organized
•    EverSafe-protecting families and seniors from fraud
•    Wellthy-personalized support from expert care coordinators
•    Fidelity Attainable- savings plans for individuals with disabilities

Buying and selling a home
•    Lending Tree- secure and refinance mortgages
•    HomeStory- licensed real estate agents
•    HomeAdvisor- home rep air and improvement

Navigating college
•    Kaplan- college test preparation services
•    ACT- college test preparation
•    Collegewise- admissions counseling
•    Credible- access to student loans and refinancing
•    Fidelity 529 Savings- flexible, tax-advantaged accounts designed specifically for education savings

Tax preparations
•    TurboTax
•    H&R Block

Legal support
•    LegalZoom- Develop Online Legal Document
•    Avvo- Online Specialized Attorney Directory

Saving, managing debt and identity theft
•    MMI- counseling services for credit card debt
•    IDnotify- protect, secure, and restore your identity
•    Fidelity Goal Booster- help saving for short-term goals, including emergency savings
•    Fidelity Cash Management- manage your cash and spending alongside your investments

Estate planning
•    Fidelity Estate Planner- collect and organize information to create or update an estate plan

Charitable giving
•    Fidelity Charitable- connecting personal goals to your charitable interests and tax considerations

To ensure your employees have access to all the available solutions, contact your Fidelity representative.

This information is general in nature and provided for educational purposes only.

These third parties and Fidelity Investments are independent entities and are not legally affiliated.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation Consult an attorney or tax professional regarding your specific situation.

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