Financial

Financial Counseling

In addition to your benefits, Broadridge offers resources to all associates to help you manage your money with confidence — from everyday budgeting and long-term planning to buying or refinancing a home.

Financial Counseling (Fidelity)

Whether you’re just starting out or nearing retirement, having a clear picture of where you are and where you hope to be can help you reach your financial goals. Fidelity Workplace Financial Consultants are available to help with a variety of concerns, including:

Creating a budget and emergency fund
Understanding debt
Learning about how pre-tax savings accounts can help you save money
Creating a will, trust, or estate plan
Tackling taxes

You’ll also have access to tools such as FidSafe, where you can upload and keep your important documents in one place, plus information about tackling taxes and more. Choose from general information, informative webinars, or one-on-one consultations. Call 1-800-343-0860, visit netbenefits.com, or download the NetBenefits mobile app to get started today.