When following your dreams means relocating your job and life around the world, you might have questions about how to get—and stay—in the best financial shape. As the largest credit union investment program in the U.S.Kehrer Bielan Research & Consulting, 2018, Addison Avenue Investment Services can help provide you with answers.
Our Financial Advisors at Addison Avenue are here to make sure your financial life is cared for and help you build a strong financial future, even in uncertain times. Our advisors have a diverse background in the financial industry, specifically in working with employees from more than 500 tech-focused companies. From employment transitions, to retirement planning, to benefit management and investment services—they’ve got you covered.
12 tips to manage your money in uncertain times
We all have to adjust to new realities and confront unforeseen difficulties. It’s important that your financial priorities are adjusted along with you, and reflect your current needs. That’s why we want to share some financial advice that you can use right now. Follow along with Addison Avenue Senior Director Scott Hamaguchi and Financial Advisor Richard Lee as they share some tips for managing your personal life:
Schedule a virtual consultation
Your own financial situation is unique, and we understand that sometimes you need one-on-one assistance to help make your financial plans a reality. That’s why we encourage you to make an appointment with one of our Financial Advisors. They can work with you remotely using digital conferencing, so there is no need to come into a branch.
Request a consultation with a Financial Advisor today to make sure your plan is updated to reflect your current needs. And if you’re not familiar with Addison Avenue, learn more here about their comprehensive financial expertise and team of investment professionals who are here to work for you. Their key areas of expertise include, but are not limited to:
- Understanding retirement plan options
- Managing employment transitions
- Comprehensive financial planning
- Investing for college
- Life insurance
- Minimizing tax liability*
- Estate planning
*For specific tax advice, please consult a tax professional.
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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.