It all starts with a plan
Our planning process involves a careful analysis of your financial situation, goals, time horizon and preferences.
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WORKING WITH TIAA
What we provide
We’ll help you develop a strategy for all your finances – not just your TIAA accounts – including investment, legacy, incapacity and charitable goals.
GETTING TO KNOW YOU
We take the time one-on-one to understand your hopes, goals and family dynamics.
We create a customized plan, based on your risk tolerance and your investment preferences, and help you implement it.
We work with you to periodically revisit your plan to meet your changing needs.
WHAT YOU GET
An annual review session is time spent working with your advisor and team to monitor your progress towards your goals and adjust your plan when needed.
An annual review session looks back at all aspects of your financial plan for the past year to evaluate progress towards your goals.
Assessing your current situation
We discuss changes in your life and other factors that may impact your financial plan.
Planning for the future
With your present needs in mind, we adjust your plan to help you pursue your long-term goals.
As needed, we can set up a review of your portfolio to uncover risk and better understand your holdings.
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PRODUCTS & SERVICES
Products and services to meet your financial needs
You can be confident your advisor can help you with changing objectives throughout your life, recommending what may work best for you.
Let’s discuss how we can help meet your financial needs.