Financial Planning

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This page provides information about Financial Planning.

Financial Planning

Includes:

Job hotline
Personal financial advisor
Professional, skilled financial planners

Covers:

Asset management
Risk management
Estate preservation
Wealth transfer
College planning/savings
Annuities
Much More

Many companies use one specific investment company such as Fidelity.

Fidelity Investments…

Is designed to serve as a single benefit or as a complement to other retirement investments
Is structured to diversify investments and help control risk throughout the years
Is formulated to see the employee through retirement and beyond.
Accommodates both aggressive and conservative investors
Provides financial planners and aids to assist employees in calculating how much is needed for retirement

LINKS:

Fidelity Investments:

www.fidelity.com/atwork

Roussel & Associates Personal Financial Plan:

http://www.rousselandassociates.com/print/prt_index.html

 

Copyright 2004.
For problems or questions regarding this web contact [sac50149@csus.edu].
Last updated: May 01, 2004.