It's fine to have it, but you can also tell them you're managing your own retirement and they'll back off. In my experience, it starts with them just making sur

It's fine to have it, but you can also tell them you're managing your own retirement and they'll back off. In my experience, it starts with them just making sure you have a plan. You can use their web-based free retirement planning tool to do that yourself: https://www.fidelity.com/what-we-offer/planning https://www.fidelity.com/what-we-offer/planning I'm not sure how it progresses after that if you keep talking to them. AFAIK though, they just want to make sure you're aware of everything that Fidelity offers. Some discussions here: https://www.bogleheads.org/forum/viewtopic.php?t=349342 https://www.bogleheads.org/forum/viewtopic.php?t=349342 https://www.bogleheads.org/forum/viewtopic.php?t=420550 https://www.bogleheads.org/forum/viewtopic.php?t=420550