Fidelity Investments and Fidelity Institutional® (together "Fidelity") is an independent company, unaffiliated with Concurrent Investment Advisors or Head Retirement & Wealth Strategies. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Head Retirement & Wealth Strategies and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC.1076507.1.0.
