TIAA-CREF Wealth Management

A systematic approach to serving your long-term needs

Your Wealth Management team has a long-term commitment to you and your financial well-being, focusing on your current needs while anticipating future needs. Each relationship is unique, but, in general, there will be an introductory phase during which your advisor and team get to know you, your family and your goals and needs.

Your personalized Retirement Review is the first step to ensure you are:

• On track for meeting your retirement goals
• Effectively allocating your assets
• Creating the best retirement income options possible

Following the Retirement Review, your team works with you on a personalized action plan and, if appropriate, may provide objective product recommendations. Once your needs have been addressed, your team will remain in contact with you to help ensure you stay on track to meet your goals.

Your Advisory Team can draw upon TIAA-CREF’s rich history and nonprofit heritage of serving those in the academic, medical, research and cultural fields – a wealth of knowledge of employer-sponsored plans unlike that of any others in the financial services industry. In addition, we understand that many clients have chosen to invest their retirement savings with multiple firms.

Your team can provide clear, objective advice for all your investments – both at TIAA-CREF and other firms – and put them in the context of your overall financial picture.

Many companies offer an advice service, but no company delivers advice quite like TIAA-CREF:

• Objective
• Personalized delivery
• Excellent value

For more information about how to get started, please call one of our Wealth Management Consultants at 866 220-6583 during the hours of 8 a.m. and 6 p.m. (ET) Monday through Friday.