Get a second opinion on your financial plan
Gain clarity with a no-obligation review
When it comes to your money, getting a second opinion isn’t second-guessing, it’s simply smart. Even if you're confident in your plan, a second opinion can uncover small adjustments that make a significant difference over time.
Request your no‑cost second opinion.
The Financial Advisors at Addison Avenue Investment Services have decades of experience helping people reach their financial, wealth-building and retirement goals.
Our advisors review hundreds of financial plans each year.
- Current investment portfolio
- Retirement income strategy
- 401(k), 403(b) or employer plan allocations and contributions
- Equity compensation, including RSUs and ESPPs
- Estate planning
- Tax-advantaged investments and strategic tax planningRaymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
- Job transition financial strategy
- Other wealth and retirement plans
Double-checking for opportunities
Retiring early with confidence
For a couple in their 50s, a financial advisor can run a detailed retirement projection to explore how more tax-efficient investment and income strategies might accelerate their retirement timeline. Backdoor Roth opportunity
Many high-income earners assume Roth IRAs aren’t an option. However, a financial advisor can help them evaluate possibilities such as a backdoor Roth approach that builds tax-advantaged retirement assets over time.
From overwhelmed to in control
For early-career professionals seeking clarity around their finances, a financial advisor can help them with a simple plan incorporating emergency savings, 401(k) contributions and automated investing. No-surprises RSU payout
For tech employees with RSU assets, a financial advisor can help evaluate and design a selling strategy that considers tax implications while gradually diversifying away from concentrated company stock. Simplifying estate planning
For families navigating a parent’s declining health, a financial advisor can assist with making sense of and consolidating financial information and coordinating with an attorney to put appropriate estate planning documents in place. Making the most of career changes
For professionals navigating career moves, a financial advisor can help bring clarity to compensation planning and design financial strategies that support both today’s needs and future goals. Raymond James corporate
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Addison Avenue Investment Services and are not insured by any 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union and the Addison Avenue Investment Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.
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.
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