Charles Burdette TIAA Wealth Management Advisor

Charles Burdette TIAA Wealth Management Advisor is a financial planner located at 170 Meeting Street in Charleston, SC. The practice provides personalized financial guidance grounded in experience and trust, partnering with clients to create tailored plans that support unique goals such as growing wealth, planning a legacy, or navigating retirement. The advisors take a holistic approach, covering investment management, estate strategies, tax planning, and responsible investing.

Operating with a retirement-first focus, the firm builds financial plans around clients' lives, goals, and values, offering advice that adapts as needs evolve. As fiduciaries, they prioritize client interests to deliver advice that aligns with personal life objectives. Services include income solutions and education to help individuals make informed decisions. The practice is backed by the strength and history of TIAA, a trusted financial services provider that has helped educators, healthcare workers, and nonprofit employees retire with confidence since 1918. TIAA has earned recognition as one of the World's Most Ethical Companies.

The firm offers educational resources on various financial topics. This includes guidance on inheriting an IRA to smooth the process and minimize tax hits, and identifying five signs that indicate a need for a financial advisor. The practice also addresses retirement spending strategies, noting that while saving has become automatic, spending has not, and provides five strategies for smartly withdrawing money during retirement.

Annuities are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund. TIAA-CREF Individual & Institutional Services, LLC, is a registered broker-dealer and investment adviser, member FINRA / SIPC. TIAA Trust, N.A. provides investment management, custody, and trust services. TIAA companies and CREF do not provide legal or tax advice. Securities and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit of or guaranteed by any bank, and are subject to investment risks including possible loss of the principal amount invested. The content provided is for informational purposes only and is not fiduciary investment advice, a securities or investment strategy, or an insurance product recommendation.

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Services:

• Building and Protecting Wealth
• Comprehensive Advice and Solutions
• Estate Planning
• Holistic Legacy Planning
• Investing and Financial Planning
• Retirement Planning
• Tailored Financial Planning