TIAA-CREF Individual Counseling
A detailed evaluation tells you everything you need to know and do.  Our individual counseling session will help you answer these questions:

• Are you setting realistic goals for key life events and retirement?
• Can you better balance your spending priorities to help you save more for your financial goals?
• What investment mix and strategy is best for you to increase your portfolio’s potential, including protecting against cost-of-living increases? – What retirement income options best fit your situation?

This Individual Counseling Session will help you simplify your retirement by:

• Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation
• Offering any needed estate planning, including addressing one’s life insurance needs and wealth transfer strategies
• Reviewing your retirement income options to provide you with the most flexibility possible.