Welcome to Allworth Airline Advisors!
Congratulations on taking the first step towards a brighter financial future!
We are thrilled to have you join us at Allworth Airline Advisors, where your goals become our mission.
To help you understand how our team of passionate and dedicated airline-specialized professionals help you achieve your financial dreams, we encourage you to review these essential details and take advantage of the resources listed below.
We look forward to making your financial journey a successful one, together!
Your Support Team
At Allworth, you’re at the heart of everything we do. That’s why our structured support system has been designed to make sure there’s a dedicated professional looking out for your best interests at every point along the way.
Learn more about each team role below:
- Financial Advisor: Your main point of contact, dedicated to understanding and coordinating your personal and financial goals to align with your life objectives.
- Integrated Team of Advisors: A group of specialized advisors in retirement planning, tax strategies, estate planning, and more, providing expert insights and strategies to enhance your financial plan.
- Supporting Services Specialist: Responsible for smooth execution and ongoing management of your financial strategies, handling account administration and client communications to promptly meet your needs.
- Investment Team: Monitors market trends and adjusts your investment strategies based on economic conditions and your risk tolerance, ensuring your investments align with your long-term financial goals.
Here at Allworth, you are surrounded by a team of airline-specialized experts who all work together to deliver you timely, comprehensive, and personalized guidance.
Comprehensive Integrated Services
We understand that managing your financial health involves more than just investment advice. It encompasses a holistic approach to ensure every aspect of your financial life is in harmony. To serve you better, we offer a suite of integrated services designed to comprehensively address your financial needs.
Tax Planning and Preparation
Navigate the complexities of tax laws with our expert tax planning and preparation services.
Estate Planning
Safeguard your legacy and ensure that your assets are distributed according to your wishes with our estate planning services.
Insurance Solutions
Life is unpredictable, but with our insurance planning services, you can prepare for whatever it may bring.
Important Account Information
While Allworth develops your plan, provides ongoing advice, and manages your investments, Fidelity serves as your account custodian. In addition to regular account statements, Fidelity will send you various types of communication after your account is opened.
Learn more about each item below.
Initial Account Setup
- Welcome Packet: Once your Fidelity account is established, you will receive a welcome packet via mail. This packet includes a welcome letter, custodial agreement, IRA contribution guide, and any relevant amendments to your agreements.
- eDelivery Consent: An email will be sent to you seeking your consent for electronic delivery. This allows you to receive statements and trade confirmations digitally. Simply click “I agree” in the email to complete this setup.
Subsequent Communications
Depending on the preferences you set, you may receive additional information through mail or email, including:
- Updates on Electronic Delivery Preferences: Confirmation of any changes in how you receive your documents.
- Authorization Notices: Notifications about asset movement authorization or changes in interested parties.
- Account Modifications: Updates on standing instructions, international trading capabilities, or modifications to options trading on your account.
Standard Updates
About one week after your account opening, you will be notified about the addition of Allworth’s contact number to your account, a standard part of our process.
Changes and Confirmations
You may receive notifications regarding any of the following, either via email or physical mail:
- Changes to your mailing address, name, email, or beneficiaries.
- Updates to your PIN or security questions for online access.
- Any changes in your preference for receiving documents electronically or via paper.
How to Read Your Fidelity Statement
Whether you’re new to investing or just new to Fidelity, we recognize that financial statements can sometimes look complex and overwhelming.
In our “How to Read Your Fidelity Statement” guide, we break down each section of your statement, explain the significance of the various figures and terms, and show you how to monitor the progress of your investments. It’s one more way we aim to provide transparency and knowledge, empowering you to get a clearer understanding of your financial status.
Useful Resources
Curious about next steps in your Allworth journey, wondering how we make investment decisions, or trying to sort through your financial clutter? We’ve created three downloadable resources that can answer those questions and help you stay organized.
Your Allworth Journey
Embarking on a financial journey can seem overwhelming, but at Allworth, we are here to guide you every step of the way. Learn more about our roadmap to your financial success.
Our Investment Philosophy
Having a solid investment strategy tailored to your goals is crucial. This document outlines our comprehensive approach to building a diversified savings and investment plan to fit your life at any stage.
Planning Ahead Organizer
Preparing for the future is both thoughtful and responsible. To aid this process, we’ve developed the Planning Ahead Organizer, a comprehensive tool designed to simplify the management of your affairs for your beneficiaries.
Your Financial Future is in Caring and Capable Hands
Should you have any questions or need further assistance, please do not hesitate to reach out. Our doors are always open, and we are committed to providing you with the airline-specialized guidance and support you need to achieve financial peace of mind. We look forward to working with you and becoming your financial ally for life.