Your Complimentary 1:1 Financial Consultation

At Northrop Grumman, our financial planning resources are designed to support your unique short- and long-term goals. Whether you’re just getting started or nearing retirement, it’s important to save, invest and plan for your future– but this can sometimes feel overwhelming to prioritize. That’s why we’ve partnered with Fidelity to provide a complimentary 1:1 financial consultation with a Workplace Financial Consultant who will review your financial situation and help you identify next steps to stay on track.

Keep reading to learn more about what you can expect during this 45-minute consultation.

Why should I schedule a consultation?
It’s an opportunity to speak with a Fidelity Workplace Financial Consultant privately where they get to know you, your goals and what’s on your mind financially. They’ll help:
- Review your overall retirement savings portfolio
- Evaluate your investment choices and asset allocation
- Create a plan based on your goals and financial needs
- Discuss strategies to help protect your assets and future income
- Determine if you are on track to meet your retirement goals

What topics can I expect to discuss during my consultation?
Topics include retirement, benefits optimization, saving and investing, budgeting, debt management and protection. You can also receive help answering questions like:
- Am I maximizing the benefits made available to me?
- I have more I can save, what should I consider doing (Ex. After-tax, HSA)?
- How do I create a plan to prepare for retirement?
- How can I feel more confident about my investment choices?
- Are all my savings goals on track?
- What if I change jobs or have changes with my family?
- How often should I revisit my strategy?
Do I need to come prepared?
To help assess your needs, it’s recommended that you bring statements for your retirement and savings accounts including 401(k) and 403(b) from current and former employers, and from other investments such as brokerage accounts, IRAs, any mutual funds and other bank accounts. Additionally, be prepared to discuss any anticipated or unanticipated life events that could impact the plan/strategy.
Can my spouse, domestic partner or family member attend?
Spouses, planning partners and other family members are invited to participate in your consultation.
What happens after I schedule my consultation?
After registering through Fidelity, you’ll receive a confirmation email with a Zoom link to attend a virtual session with your Workplace Financial Consultant. Be sure to check your internet connection and test audio and video settings prior to your consultation to ensure a positive experience. Your consultant may provide next steps or actions to help you continue prioritizing your financial future.

Financial security is important to your overall well-being. Register for a complimentary consultation now or call the Northrop Grumman Benefits Center at 800-894-4194 to speak with a licensed representative Monday – Friday, 8:30 a.m. to Midnight ET (most services).

This consultation is for educational purposes only and will not involve providing specific investment advice to you. Investing involves risk, including risk of loss.

Written by: Mackenzie Reulein

Return to Newsfeed >