How to prepare to meet with your TIAA Financial Consultant.

Meeting with the TIAA Financial Consultant is a great step toward a more secure financial future. Whether you're just starting out or already have a plan, we're here to help you make more informed decisions in order to make the most of your meeting. It's helpful if you and your spouse or partner bring the following documents to the meeting. These items are not required in order to have a meeting, but they're helpful in making a plan that's right for you. Any statements for accounts outside of TIAA. These may include investments, savings, banking, and other retirement plans, your Social Security estimate, if you have one, and your estimated living expenses now and after retirement, or a recent pay stub. Remember to bring a photo ID with you too. We also encourage you to bring any questions you might have. Your financial consultant will be happy to help answer them. Your consultant will work to understand your needs and goals and provide you with the knowledge required to address your short and long-term financial goals. Topics of discussion may include your target retirement age and your risk tolerance at TIAA. Our goal is to help you make informed decisions, whether you just need the basics or are a seasoned investor. We wanna be a partner in your success. Thank you for taking time to get prepared. We look forward to helping you pursue your goals.