
TIAA-CREF Individual Counseling Sessions
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INDIVIDUAL COUNSELING SESSIONS AT NO ADDITIONAL COST TO YOU
You can discuss your personal financial situation with an experienced TIAA-CREF Financial
Consultant on a confidential basis. They are available to discuss how to help you pursue your
financial goals by investing in financial products such as mutual funds, brokerage, life
insurance and annuities.
A detailed evaluation tells you everything you need to know and do.
Our individual counseling session will help you answer these questions:
- Are my investments properly allocated?
- Am I on track to meet my retirement goals?
- Am I saving enough?
- How and from where do I draw retirement income?
The sessions will provide you with a personalized actionable plan based on, among other
things, your goals, time horizon and individual risk tolerance.