One-On-One Support
Let’s talk about money.
Support and guidance for the whole financial you.
Money plays a role in almost everything you do. And nearly every decision you make. Sometimes it can be confusing—even overwhelming. Or you might just need help weighing your financial options, or a second opinion when you’re unsure of what to do.
That’s why we offer three ways to personally connect with experts for support with anything money related—from day-to-day money issues to investment advice and retirement planning. It’s one-on-one, free of charge, and always kept in complete confidence.
Three ways to connect:
EVERYDAY FINANCIAL WELLNESS NEW
Talk to a Fidelity Financial Coach
What’s on your (financial) mind?
Creating and sticking with a budget
- Understanding finance and investing basics
Building smart saving and spending habits
Building just-in-case emergency savings
Getting (and staying) ahead of credit card debt
Managing your credit score
Protecting your identity and financial information
Fidelity Financial Coaches are Series 7 & 63 licensed securities professionals.
Call Fidelity at 800.791.2363 to schedule a Financial Coach appointment.
Representatives are available 8:30 a.m. to 8:00 p.m. Eastern Time Monday through Friday, excluding most US holidays.
What is a Financial Wellness Coach?
Watch this short video to meet a few, and find out more.
LONG-TERM FINANCIAL SECURITY
Connect with a Fidelity Retirement Planner
How can we help you fine tune your plan?
Balancing multiple financial and savings goals
Selecting and managing the funds you invest in
Deciding how much (and what way) to contribute to the plan
Figuring out income in retirement
How you can manage taxes on your savings (now and in retirement)
Fidelity Retirement Planners are Series 7 & 66 licensed securities professionals.
PLAN AND ACCOUNT SUPPORT
Reach out to RPB Participant Services
What can we do to make your experience better?
The what, why, and how of RPB’s retirement and insurance plans
Information on our menu of investment choices
Weighing your contribution options
Your withdrawal, rollover, and loan options
Parsonage benefit support
Assistance for survivors and beneficiaries
Getting ahead of getting ready for retirement
How you feel and what you think about how we’re doing
Who should you contact?
Topic |
Fidelity Financial Coach |
Fidelity Retirement Planner |
RPB Participant Services |
|---|---|---|---|
Budgeting, saving, and spending | ✓
| ||
Financial basics | ✓
| ||
Managing your credit, debt, and credit score | ✓
| ||
Protecting your identity | ✓
| ||
Balancing goals and contributions | ✓
| ||
Investment selection and management | ✓
| ||
Retirement income and managing taxes | ✓
| ||
RPB retirement and insurance plan features and options | ✓
| ||
Withdrawals and loan planning | ✓
| ||
Overview of RPB investment choices | ✓
| ||
Parsonage in retirement | ✓
| ||
Assistance for beneficiaries | ✓
|