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Retirement Planning & Advice

Honest, Objective Advice

Guiding you to and through retirement with honest, objective advice and personalized retirement planning — that's our goal. You can receive a customized report with personal advice tailored to your goals and lifestage.

 

Retirement Planning & Advice

 

We offer you a personalized plan to adjust your portfolio with objective and actionable advice — at no added cost. Find out:

  • Are you on the right financial track for retirement?
  • Do you need to save more to reach your financial goals?
  • What asset allocation mix and investment strategy is best for you?
  • What is the best retirement income strategy for you?

TIAA-CREF's noncommissioned retirement specialists are compensated primarily on how well they serve you, not how much they sell you.** It's our way of helping ensure you get the most objective financial advice available to and through retirement.

See if you qualify for an advice consultation.

 

Meetings & One-on-One Counseling

 

At TIAA-CREF, we aim to provide you with the education and information you need to help you accomplish your financial goals. We may offer a series of financial education seminars through your employer (if you're participating in a TIAA-CREF retirement plan) or at various locations in your area.

You may also be able to meet one-on-one with a TIAA-CREF investment professional to assess your financial situation.

Call 1 800 732-8353 to schedule a meeting in your area.

* "The 3.2 million employees of colleges, hospitals, and other not-for-profits whose retirement plans are managed by TIAA-CREF generally have access to the most extensive personal workplace advice," "Playing the Numbers," Forbes 2009 Retirement Guide.

** Advisory services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor. Our Advisors receive no commissions. They are compensated through a salary plus incentive program. Not applicable to brokerage products.

Forbes Magazine on TIAA-CREF's Advice:

Forbes again calls TIAA-CREF advice "the most extensive personal workplace advice."*
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