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.
Led by a TIAA-CREF financial advisor, you’ll work with a team of professionals specializing in retirement planning, wealth management strategies, investments and estate planning.
The long-term planning process starts with a careful analysis of your financial situation, goals, time horizon and preferences.
Our ongoing partnership includes recommending personalized solutions in line with your lifetime goals.
When you work with us, you’ll receive a personalized approach to planning for your specific needs and aspirations. Drawing upon our nonprofit heritage, we can offer you a plan tailored to address your complex and diverse objectives — at every stage of your life.
Develop your understanding of a host of compelling financial topics through our articles, webinars or online tools. This month’s spotlight:
Is early retirement for you? Learn the things you need to consider first.
Nearing retirement, and wondering when to claim Social Security? Read why waiting to claim may be the right choice.
If market volatility has you second guessing your investment strategy, consider some tips on steps you should - and shouldn't - take.
Cut down on the stress of planning for retirement by consolidating some or all of your retirement accounts.
Competing financial demands like saving for retirement and paying off student loans can sidetrack you from big-ticket expenses. Find out how CDs can help.
Determining how to pass on assets, including retirement funds, is an important part of your overall estate plan.
When it comes to planning for your life, you may want to consider additional options — all offered
through the TIAA-CREF organization — including:
A range of convenient investment solutions for all your short- or long-term needs.
Convenient and competitive products and services offered through TIAA Direct®, a division of TIAA-CREF Trust Company, FSB.
Investment management and fiduciary services to add value to your philanthropic efforts.
TIAA-CREF Individual & Institutional Services, LLC provides a range of brokerage, insurance and investment advisory services, but does not provide tax or legal advice. Consult a qualified tax advisor or attorney for specific tax or legal advice. Nothing in this document is intended to, nor should it be construed to, suggest the creation of a legal partnership or joint enterprise.
Consider the investment objectives, risks, charges and expenses carefully before investing. See the fund prospectuses that contain this and other information. Read the prospectuses carefully before investing.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
TIAA-CREF Life Insurance Company is domiciled in New York, NY with its principal place of business in New York, NY. Its California Certificate of Authority number is 6992.
Individual Advisory Services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products.
© 2014 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017.