Whether you’re just starting out, getting ready to retire, or already in retirement, TIAA-CREF Financial Consultants can help keep you on track — at no additional cost to you. Informed by decades of company experience, our know-how can help you create a retirement portfolio that’s right for you.
In 2014, TIAA-CREF delivered more than 230,000 advice consultations to people just like you, online and in-person.1
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Get answers to your financial questions and receive a financial plan with action steps to keep your portfolio aligned with your goals.
Of those who took advantage of our advice in 2012, two-thirds who met with us in-person, and 54% who used our online planning tools took action –choosing to save more, revisit their portfolio allocation or rebalance their portfolio.1
Call 800-842-2888 to speak with a TIAA-CREF Financial Consultant or schedule a meeting online.
You can use these tools prior to meeting with a consultant or we can take you through, step by step.
This simple but powerful service can create a plan that can let you know if you’re saving enough to support the kind of retirement you want.
Retirement Income Planner
Designed for people within 10 years of retirement, this tool can help analyze your current financial assets and show you how different options can provide varying amounts of income for different time periods.
For those considering financial issues like charitable giving, estate planning or trusts, we offer Individual Advisory Services. For more information, call 888-211-3868 or have a Wealth Management Advisor call you.
1 Source: TIAA-CREF Advice & Planning, 2014.
2 Fees apply to certain Managed Account services and Trust Account services.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Projections and other information generated through the Retirement Advisor regarding the likelihood of various Investment outcomes are hypothetical, do not reflect actual investment results and are not a guarantee of future results. The projections are dependent in part on subjective assumptions, including the rate of inflation and the rate of return for different asset classes. These rates are difficult to accurately predict. Changes to the law, financial markets or your personal circumstances can cause substantial deviation from the estimates. This could result in declines in the accounts value over short or even extended periods of time. The TIAA-CREF Retirement Advisor is not a substitute for tax, legal or comprehensive financial planning advice.
TIAA-CREF, its affiliates, and their representatives do not offer tax or legal advice or create and prepare legal documents associated with estate plans.
Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. Advisory services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. Each of the foregoing entities is solely responsible for its own financial condition and contractual obligations.