Hello from TIAA

8 views

Skip to first unread message

Yeoman, Joah

unread,

Dec 16, 2024, 10:47:10 AM12/16/24

to KEFA...@co.larimer.co.us

Hello from TIAA

Dear John Kefalas,

I am a financial consultant at TIAA focused on helping our clients pursue their savings and investing goals. Clients often come to my team seeking answers for these types of questions:

Am I saving enough to meet my short and long-term goals?
Am I investing appropriately?
How should I prioritize my debt and savings goals?
How can I prepare for life’s unplanned expenses?

I look forward to connecting with you to help with these questions and any other financial planning needs you may have. Please feel free to respond to this email or call me directly at (972)-745-9640.

Sincerely,

Joah Yeoman
Financial Consultant | Client Relationships
CA Insurance License #0F92790
AR Insurance License #8729885

TIAA

3965 NORTH DALLAS PARKWAY

FRISCO, TX75034
Office: 972.745.9640
JYe...@tiaa.org

www.tiaa.org

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC


	Your Email Settings & Privacy You're currently a subscriber to electronic delivery of these materials from TIAA. This material is for informational or educational purposes only and does not constitute investment advice under ERISA, nor is it a recommendation to purchase or sell any security. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances. For directions on how to update your email address or preferences, please go to TIAA.org/MyAccountNav. Concerned about privacy? Read our online privacy policy. How to Reach Us Questions or feedback? Contact us directly. Add TI...@e.tiaa.org to your address book to ensure that you receive emails from TIAA. This is a commercial message.Unsubscribe from TIAA commercial emails. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. TIAA-CREF Individual & Institutional Services, LLC, Members FINRA, distributes securities products. Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. Each is solely responsible for its respective financial condition and contractual obligations. © 2020 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017 1061537

*************************************************************************
This e-mail may contain confidential or privileged information.
If you are not the intended recipient, please notify the sender immediately and then delete it.