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We Start by Exploring Your Financial Goals

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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.

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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. 

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