One-hour retirement planning consultations are an important service that is available to all Wake Forest University employees. Individual retirement planning consultations are specifically intended to provide assistance for our faculty and staff who are currently participating or interested in Fidelity services to achieve retirement and other financial goals.
Fidelity provides the tools and resources that can help you become a better investor. They offer complimentary confidential consultations and workshops that can help you find the answers to your most important retirement questions.
Does my retirement portfolio have the right mix of investments? Am I saving enough to retire when and how I want? Will I have enough money to last throughout my retirement?
To schedule an appointment with the Fidelity Retirement Counselor, Jared McVey, please call 704-614-4167.