Working with TIAA
What we provide
We’ll help you develop a comprehensive strategy for 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 needs, wants and wishes.
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
Periodic Goal Review
During a periodic goal review, your advisor and team will work with you to focus on the following key items:
Your review will include a look back at all aspects of your financial plan 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.
How we start the conversation
PRODUCTS & SERVICES
Products and services to meet your financial needs
Your advisor can help you with changing objectives throughout your life, recommending what may work best for you.