P.E.P Talk 1

MoneyLetter Hi-Lites

May Issue

MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.

Dear Keyes and Donnellan Employee,

Thanks for visiting this dedicated site for Keyes and Donnellan. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Fidelity website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.

Our contact information is below.

Sincerely

Your Retirement Team

Kent Fitzpatrick Ext 126
kaf@AssetStrategy.com

Bill O’Neill Ext 137
wjo@AssetStrategy.com

​Asset Strategy
24 Superior Dr., Ste 101
Natick MA 01760-1535
781-235-4426
781-222-3002 Fax

www.assetstrategy.com





















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