Free One-on-one Financial Counseling

illustration of person with a question for a financial counselor

TIAA and Fidelity Investments offer free one-on-one counseling sessions to U-M faculty and staff. Meet with a financial planning specialist in person or over the phone to help estimate how much income you will need in retirement, discuss retirement income plans, identify ways to save more and invest more efficiently, and assist with tax considerations.

Watch a brief video to learn what to expect before your one-on-one session with a counselor.

To schedule an appointment:

TIAA and Fidelity also sponsor live webinars and seminars throughout the year.

TIAA and Fidelity are the only vendors approved by the university to provide guidance on the U-M Retirement Savings Plans.