WHY FIRST FIDELITY RESERVE

  
Where Are You Today?:

Before you can set realistic goals, you need to determine your current numismatic goals and your financial situation – in essence your current location.

You will be asked to share personal financial information with your representative to get a clear picture of your current needs and resources to accomplish them. You may be asked about:
  • Current age and time frame of what you want to accomplish.

  • Income and Savings
    • Individual salary and that of a spouse, if applicable
    • Company retirement-plan savings — 401(k), 403(b), 457(b)
    • Investments held at banks or other firms

  • Debts and Obligations
    • Mortgage, if applicable
    • Other loans — car, higher education, home equity, etc.
    • Monthly expenses