Learn more about:

• Managed Portfolio Basics
• Fidelity Portfolio Advisory Service^®

• Prepare for the unexpected. See how Fidelity Personal Trust can meet your needs.

We can help you plan for retirement by:

• Creating a retirement savings plan and investment strategy to help you meet your retirement goals
• Using our experience and in–depth
  research to make all investment decisions
  for you
• Reallocating your investments to help control
  the risk in your account as you approach retirement
• Gradually lowering the potential risk in your
  account as retirement approaches
• Developing an income plan when you
  approach retirement
• Keeping your plan aligned with your goals through annual reviews and check-ins

Fidelity Portfolio Advisory Service^® can help you
reach your retirement goals.