Addison Avenue Investment Services makes investing attainable for all

Plan your financial future with Addison Avenue Investment Services

We all think about retirement, whether it’s around the corner, decades away, or you’re living it right now. Having the right plan in place takes time and expertise. For most of us, designing that plan requires some hands-on help.    

Similar to our members and clients, many of whom work in the technology industry, innovation is part of our DNA. First Tech was one of the first institutions to provide online banking over 20 years ago, and we were one of the first to deliver mobile banking to the world. We know how to lead the pack when it comes to improving and modernizing our industry. 

As we evolve to make our services as accessible and personalized as possible, we must encourage a new generation of investors to take advantage of these opportunities. Studies show that millennials have done a good job prioritizing their savings for retirement, but have been hesitant to invest in the stock market. According to ForbesForbes.com article – March 13, 2018, 66% of people aged 18 to 29, and 65% of those aged 30 to 39, say that investing is intimidating or unsafe.

For those who are nervous about investing, there are some simple tips and risk-minimizing strategies that can help you grow your money slowly and steadily, with potentially better returns than a simple savings account. By taking advantage of investment opportunities at a younger age, you may be able to get a head start on bolstering your financial future. 

It all starts with education. Educating yourself about the market, investment strategies and wealth management is key to your financial health. Addison Avenue Investment Services (AAIS)—the investment division of First Tech--can help you explore your options, including retirement planning and implementation, life insurance reviews, employment transitions, financial planning, tax liability minimization, estate planning, and options to successfully navigate life’s transitional moments.

According to Kehrer Bielan Research and ConsultingKehrer Bielan Research & Consulting, 2017, AAIS is the largest credit union investment program in the United States, with over $3.8 billion in assets under management. Our Financial Advisors reached this milestone by investing in the financial future of First Tech members. They didn’t achieve that kind of stature by accident. It all starts with listening.  

Our advisors begin every conversation with meaningful questions about financial hopes, dreams, desires, and fears. By listening, they can more fully understand each member on a personal level. Our advisors are then able to provide guidance and support every step of the way, as well as in-person meetings and reviews whenever needed.

No matter what stage of life you are in, we have everything needed to formulate a solid financial plan to help you reach your goals. To experience it for yourself, schedule a complimentary, no-obligation consultation here, or visit firsttechfed.com/investments

 

 

Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 │ 855.744.8585

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.

You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters.