Individual Advisory Services

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The benefits of an Individual Advisory Services relationship

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Discover the TIAA-CREF advisory 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, you’ll work with a team of professionals specializing in retirement planning, wealth management strategies, investments and estate planning.

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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 ongoing partnership includes recommending personalized solutions in line with your lifetime goals.

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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. 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.

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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:

Man working on laptop computer

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Investing a lump sum of cash

In practice, dollar-cost averaging has historically led to lower returns than making a lump-sum investment. The data suggests it’s smarter to put your money to work quickly.

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TIAA-CREF's Sean Wilson discusses annuities on Fox Business

Sean Wilson, TIAA-CREF Wealth Management Advisor, speaks with Fox Business about the benefits of annuities.

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Can you retire early?

Is early retirement for you? Learn the things you need to consider first.

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.

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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