Tips for working with a financial professional
Presenter
Renee Myers
Financial Consultant, TIAA
In her role as a Financial Consultant at TIAA, Renee is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education, and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan’s investment options.
Get help at no additional cost
Meet with a financial professional
Need more one-on-one support to plan your retirement? Meet in-person or virtually; flexible dates and times are available.
Looking for Account support
If you need to update your account details or complete a transaction, get help right away.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.
Investment products may be subject to market and other risk factors. See the applicable product literature or visit TIAA.org for details.
Retirement check refers to the annuity income received in retirement. Guarantees of fixed monthly payments are only associated with TIAA's fixed annuities.
Investment decisions should be made based on the investor's own objectives and circumstances. Advice is obtained using an advice methodology from an independent third-party.
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