We Start by Exploring Your Financial Goals
By taking a look at where you are, we can better understand where you want to be. We combine these goals with considerations for your risk tolerance, time frame for investing, and purpose for the funds.
Using market research from Raymond James, Morningstar, and investment firms, we build your personalized financial plan.
We diversify your portfolio by using a strategic asset allocation approach, while recognizing the importance of tax-efficient investing.Diversification and asset allocation do not ensure a profit or protect against a loss.
Finally, we will meet periodically to review your needs and goals. As they change, your financial plan may too — and we’ll be there every step of the way.
For specific tax or legal advice, please consult an appropriate professional.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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