Financial Education
No financial plan is one size fits all, which is why Pfizer offers options — so you can find the resources that work best for you.
- Work with a Fidelity consultant at no cost. Through the Total Rewards Guidance & Education Program, work with a planning consultant to develop and implement your financial plan based on your personal needs, all at no cost. To schedule a consultation, go to netbenefits.com, click on Plan and Learn, then select Learn, and Schedule an appointment. If you’re age 50 or older, you will automatically receive an email to schedule time with a Fidelity planning consultant.
- Take a financial wellness checkup. Review your financial health with a financial “checkup”. Answer questions to see your financial wellness score in Budget, Debt Management, Savings, and Protection. Take the checkup at netbenefits.com/financialwellness.
- Assess your financial needs. Create a financial objective, such as saving for retirement or planning for college, and set an investment strategy to get there. Go to netbenefits.com and click Plan and Learn, then Planning and Guidance Center to access tools and resources, including videos and articles.
- Maximize your Pfizer benefits. Go to netbenefits.com and click on the Pfizer Total Rewards to see the value of your personalized compensation and benefits.
- Learn on your own. Access the Virgin Pulse Manage My Finances Journeys. These brief, self-guided courses help you build smart money management habits.
- Receive a 30-minute free consultation. You and family members who live with you can receive 30 minutes of free financial counseling through Healthy Pfizer Living (use the company code, Pfizer).
Ready to Retire?
A Retirement Benefit Coordinator (RBC) can help.
Connect with an RBC to learn about paperwork you’ll need to submit and important deadlines. Call 1-866-476-8723 and follow the Colleague Services prompts for Benefits at Fidelity to reach the Pfizer Benefits Center. When you reach a representative, let them know your expected retirement date and ask to be assigned to an RBC.
Need More Help?
