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Our advisors 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.


Together, we build a financial plan to fit your needs

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.1

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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1 Diversification and asset allocation do not ensure a profit or protect against a loss.

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For specific tax advice, please consult a tax 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. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services. 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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