Individual Advisory Services

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The benefits of an Individual Advisory Services relationship

When you work with us, you have access to a suite of TIAA-CREF services designed to help build your future.

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Discover the TIAA-CREF Individual Advisory Services experience

From an initial analysis of your financial situation to your annual review sessions, we’ll work to help keep your plan on track with your financial goals. That’s the key benefit of having a relationship with a dedicated advisor, supported by a team of specialists.

Meet your advisory team

Led by a TIAA-CREF financial advisor, a team of professionals specializing in retirement planning, wealth management strategies and investments will be available to you.

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Share your goals

The long-term planning process starts with a careful analysis of your financial situation, goals, time horizon and preferences.

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Stay connected

Our long-term partnership includes recommending personalized solutions in line with your lifetime goals and at key milestones in your life.

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Get the big picture

When you work with us, you’ll receive a personalized approach to planning for your specific needs and aspirations. We can offer you a plan tailored to address your complex and diverse objectives — at every stage of your life.

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Research & Insight Spotlight

Develop your understanding of a host of compelling financial topics through our articles, webinars or online tools. This month’s spotlight:

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Have 30 minutes? Get ready to meet with a financial advisor

If you want to build a house, you would hire an architect. When you're trying to build your financial future, you should meet with a financial advisor.

A financial plan starts with a conversation.

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A financial plan starts with a conversation

Financial advice tailored to your goals can give you confidence to live the life you want. Watch this video to learn how a TIAA-CREF Advisor can help to get you started.

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article

What can you learn from affluent investors? The value of advice

While you save and plan for your financial future, you may consider taking a cue from the success of affluent investors.

Talk with an Advisor

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Additional services and solutions

When it comes to planning for your life, you may want to consider additional options — all offered
through the TIAA-CREF organization — including:

Managed Accounts

Comprehensive portfolio management programs based on your needs and assets.

IRAs

Popular tax-advantaged accounts to help you save for retirement.

Life Insurance

A valuable means to help protect your family’s financial future in the event of your loss through TIAA-CREF Life Insurance Company.

Brokerage Services

A range of convenient investment solutions for all your short- or long-term needs.

Banking Services

Convenient and competitive products and services offered through TIAA Direct®, a division of TIAA-CREF Trust Company, FSB.

Endowments and Foundations

Investment management and fiduciary services to add value to your philanthropic efforts.


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