If you are employed by a hospital or medical facility and have Fidelity Investments as an approved 403(b) option or your plan offers a self directed brokerage account (SDBA) within your plan, we are here to help. 

Healthcare 403(b) participants’ have special needs when it comes to making choices for their retirement accounts. Each participant has unique circumstances as it relates to their time horizon, risk tolerance, investment objectives, and goals, which requires an investment management approach with greater flexibility and customization options. Our 403(b) portfolio management approach allows us to excel at providing customized 403(b) solutions for healthcare professionals that are tailored to the individual client’s needs.

Whether you are just starting your career or nearing retirement, Fidelis Wealth would like to earn your trust and be your comprehensive resource for all your 403(b) decisions. Learn more about how Fidelis Wealth can help you achieve your retirement goals by requesting a complimentary consultation.

A self-directed brokerage account (SDBA) is an option available within some company-sponsored 401(k), 403(b), and 457 accounts. An SDBA allows a participant to invest in more than the pre-selected company choices. Through a SDBA, clients can gain access to a window of additional options including professional money management, downside risk mitigation, and possible upside growth opportunities.