At Fidelity Mutual Financial, we offer the following Planning Services;
FINANCIAL PLANNING

At Fidelity Mutual Financial, we take a personalized approach to financial planning. We start with your life the one you want now and the one you want in your retirement years and adjust to make your dreams come true.

RETIREMENT PLANNING

You don’t plan on working forever, and with Fidelity Mutual Retirement Plans, your retirement years could be right around the corner. We tailor your retirement plan to your wants and desires keeping in mind the ability to adapt to life’s ever changing needs.

COLLEGE SAVINGS PLANS

When is the best time to start a college savings plan? As college costs rise every year, it’s more and more difficult to pay for higher education without turning to student loans very commonly six figures’ worth. We can help you put together a plan that will help you start saving before they begin to walk. So, when they’re finally old enough for college, you can spend more time helping them with applications and extracurricular activities, and less time worrying about how you’re going to afford tuition.

ESTATE PLANNING

Do you need an estate plan? How much does it cost? Estate planning isn’t just for people with a lot of land or wealth. At Fidelity Mutual Financial, your estate plan is about making sure that your family won’t be burdened by speculating on what you may have wanted for them if something should happen to you. It gives them the freedom to grieve and the comfort of knowing they’re honoring your wishes. Having a plan for your estate your home, your money, and your possessions means you can continue to help your family reach goals you set together even after you’re gone. Your advisor will help you look at your investments, insurance policies, savings, and overall goals so you can create a plan designed to set your family up for financial success in the event of your passing.

LONG-TERM CARE

Getting older can mean incurring medical costs not usually covered by health insurance. And while talking about long–term care can be challenging, we can help get the conversation started.

PRIVATE CLIENT SERVICES

We offer advisory and investment services, and personal portfolio management for high net–worth individuals.

BUSINESS SERVICES

Work with an advisor who specializes in planning for businesses big and small. With buy sell agreements, we help you solve for the what ifs. What happens to your business if you pass away? Can you retire from your savings from your business? We are here to ensure the answer to your questions is yes.