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Paint your financial future with One-on-One Financial Consultations

Regardless of which stage in life you're at, retirement planning can be abstract. Let an expert with an artist's eye give you a different point of view on your financial planning.

What are One-on-One Financial Consultations?

Whether your plan is a blank canvas because you just entered the workforce, or you want to touch up your plan because you'll be retiring soon, meeting with a TIAA representative can help you paint the best financial future for you and your family.

They'll help you answer important questions such as:

  • Do I have the optimal savings plan?
  • Am I investing intelligently for my long-term goals?
  • Is my retirement strategy effective for what I need?
  • What are my options as I approach my transition into retirement?
  • Am I doing what's best for myself and my family?

The best part: Consultations are provided to you at no cost, and you don't even need to have a TIAA account to participate. Consultants don't work on commission and won't push products or personal agendas; they'll work with you to understand your unique situation and goals and provide guidance tailored to your needs.

 Start painting your retirement plan

Appointments with TIAA representatives are available on all four CU campuses. Discover when they will be on yours.

Can't meet in person? You can also work with a consultant over the phone or at a TIAA office.

Book your consultation


Michelle Martinez

If you haven't done this, you really need to, I finally did!  Yes, I work in benefits but for some reason couldn't find the time to schedule a 1:1.  Julie made me extremley comfortable about not being as prepared as I hoped to be for the consultation.  We went through several items and she provided me some fantastic tips and websites to help my money grow.  She is  exceptionally knowledgeable about PERA and how that plays a part in your retirement.  Just do it, schedule it today, you'll be glad you did! 

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