Personal Financial Consultations
If you’ve avoided seeking financial guidance because of the expense, you’re not alone. But what if you could get personalized financial guidance without any additional cost to you?
Through your employment at CU, you’re entitled to one-on-one sessions with financial professionals from TIAA, the university’s retirement plan service provider. While the focus of these meetings is your questions related to retirement planning, they also provide an opportunity to discuss other financial issues or concerns on your mind.
Consultants don’t work on commission and won’t push products or personal agendas; they’ll work to understand your unique situation and goals and provide education and guidance tailored to your needs.
How to prepare
See our Financial Consultation Preparation Guide to learn how to prepare for your meeting.
Schedule an in-person session...
For your convenience, TIAA financial consultants are on each CU campus regularly. Employees also may schedule a session at TIAA’s Denver, Boulder and Fort Collins offices. A friend or family member is welcome to attend with you.
To schedule a session:
- Check the Employee Services events calendar to see when consultants will be on your campus.
- Call 1-800-732-8353 or visit www.tiaa.org/schedulenow.
Note: These services are included in the administrative contracts CU has with TIAA.
... or have your questions answered over the phone
Have a quick question about your account or investments? Call 1-800-842-2252, 6 a.m. to 8 p.m. Monday through Friday or 7 a.m. to 4 p.m. on Saturday to speak with a financial consultant.
After your session, use the university's online feedback form to tell us about your experience. You can submit your feedback anonymously or leave your contact information if you would like someone from CU’s Employee Services to follow up with you.