Fidelity One-on-One Consultation

Consultations with Fidelity will continue to take place. When you schedule a meeting it will take place via phone versus in person. One-on-one consultations are geared toward retirement planning guidance, such as comparing investment choices, developing a retirement income plan, or consolidating multiple retirement accounts. Your needs may be better met by a live webinar, the resources available on our financial wellness webpage, or a phone call to Fidelity or TIAA, where experts can help with basic financial planning questions or assist you in getting started with your savings.

Explore your financial future. Sign up for a free one-on-one consultation with a retirement representative from Fidelity or TIAA. Fidelity is the administrator for the university’s Voluntary Retirement Plans (VRPs). The VRPs include options to enroll in  403(b), 457(b), or 401(a) Supplemental Retirement Plans, depending on your eligibility. TIAA provides investment options for the 403(b) plan, which is why you might want to schedule a one-on-one with one of their representatives.

What is a one-on-one consultation?

A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other financial goals. Fidelity and TIAA representatives are seasoned financial professionals, and are non-commissioned to ensure that UM employees receive unbiased information. Whether your retirement is many years away or just around corner, schedule a consultation to:

  • Ask questions about saving for retirement and other financial goals
  • Evaluate investment choices that meet your needs
  • Create an action plan to get and stay on track for retirement
  • Review retirement income options

Who You Will Meet

Fidelity will pair you with a representative who can help you now and at every stage of your life:

Craig Fischer

Craig Fischer joined Fidelity as a director, retirement planner in 2008. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Craig holds a bachelor’s degree in business administration, finance, and management from Truman State University.

Ben Wright

Ben Wright, a Fidelity retirement planner, has more than nine years with the company. He was previously a financial consultant at Fidelity’s Reno, Nevada, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ben holds a bachelor’s degree in human resources management from Utah State University and a master’s degree in financial planning from Texas Tech University.