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Financial advice—we’ve got your back

You know teamwork helps you accomplish great things. Working together, you and your team have stepped in and stepped up to make a difference, now more than ever. We know it, too. Think of TIAA financial consultants as part of your team, ready to care for your financial well-being, with advice and support every step of the way. 
 

You have questions…We have answers 

Are you trying to save for a house? Planning to go back to school? Struggling with monthly bills? Financial consultants can offer guidance to help with everything from budgeting and paying down debt to investing and creating an income plan to replace your salary in retirement. 
 
If you’re thinking you don’t have time for financial help, think again. Sessions are only about 45 minutes and can be scheduled to fit your calendar—virtually or by phone.   
 

Focused on what matters to you 

Retirement planning starts with you. A TIAA financial consultant will take the time to understand your personal situation and your hopes and plans for the future: 
 
  • You’ll be asked to complete a questionnaire to help assess your investment style—how comfortable you are with risk
  • You’ll discuss your income, assets, expenses and debt. 
  • It’s helpful to have investment account statements and your most recent Social Security statement available to give the financial consultant a clearer view of your overall financial picture. An alternative is using the secure 360° Financial View tool if you have a TIAA account. This online tool can help track your finances in one convenient place. 
     
If you are married, it’s a good idea to invite your spouse to join the conversation so you are on the same page. 

Based on this background, your financial consultant can recommend investment options to build a comprehensive financial plan to help you pursue your financial goals.  

Financial advice is just the beginning   

Today’s changing world is affecting us all. It’s a good idea to meet with a consultant to see if your plans need to be adjusted in light of recent events. Periodic meetings also give you the opportunity to make adjustments—for future events such as pursuing an advanced degree for your career, sending a loved one to college and ensuring your family is protected if something were to happen to you. 
 

Communication is key

Good communication between you and the financial consultant is critical to getting sound financial advice. Don’t be shy about asking questions to understand your options and opportunities, and the costs associated with any choices. The more information you have, the more comfortable you’ll feel, knowing you’re making solid financial decisions. To care for your financial well-being, schedule a meeting with a TIAA financial consultant virtually or by phone at 800-732-8353. 
Take action

Invest in your financial well-being

Schedule a call

Set up a meeting virtually or by phone.
 
 
 

Attend a webinar

Register for one of the sessions on key financial topics.

 

Get more guidance

Explore other topics that matter most to healthcare workers.
 
 
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.   
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