First Point Wealth Management Partners with TIAA
Many of our First Point clients have the opportunity to invest their retirement savings in TIAA. At First Point Wealth Management, we are often asked if we can serve as financial advisor for TIAA clients. The answer is, YES!
As an independent advisor, we can offer professional investment management for your Iowa State University and other TIAA retirement plans. First Point Wealth Management can help you invest, rebalance and actively manage your retirement accounts. We manage TIAA investments for many clients and offer financial plans tailored to meet their specific goals. Here are a few Frequently Asked Questions about how we can assist TIAA clients:
1. What services does First Point Wealth Management provide?
- Professional investment management
- Financial planning
- Retirement planning – to and through retirement
- Estate planning
2. How do I authorize First Point Wealth Management to manage my retirement plan?
You sign an Investment Management Agreement and Account Authorization to allow First Point Wealth Management to create and implement your financial plan with your retirement plan assets at TIAA.
3. Do I need to move my retirement plan account to First Point Wealth Management?
No, your TIAA account and online access remain the same.
4. How will First Point Wealth Management assist with my investments?
As your advisor, we work with you to develop your financial plan to support your long-term goals. We actively manage your retirement assets by investing in an asset allocation in line with your risk tolerance, monitoring the invested funds, and rebalancing as changes occur in your financial plan.
If you are a TIAA client and are interested in learning more about how you might benefit from the expertise of our First Point Wealth Management team, contact your Private Banker to begin the conversation.
First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state:
AZ, CA, CO, FL, GA, IA, IL, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NY, OR, PA, TX, VA, WA, WI
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are: