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.
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.
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