What are the benefits of a Registered Investment Advisor?
Many experts predict that you will need 70-100% of your annual pre-retirement income each year to meet your expenses in retirement. Registered Investment Advisor can provide the help you’ll need to ensure that you are appropriately managing your workplace savings account and achieving your retirement goals. An RIA can help you: • Set achievable financial and personal goals • Provide objective financial advice on your investments • Assess your current financial situation by taking a comprehensive look at your assets, liabilities, income, insurance, taxes and investment and estate planning. • Develop a realistic and comprehensive plan to help you reach your retirement and other financial goals • Provide on-going monitoring of your savings, investment selections and asset allocation for all of your accounts Will Fidelity or TIAA-CREF provide me with an RIA? No. Fidelity and TIAA-CREF’s role is to provide the opportunity for those of you who already have a relationship with an advisor or a
