TOOLS & CALCULATORS

Tools

Your life is complicated enough, your financial planning shouldn’t be.

That’s why we offer tools like Asset-Map and Riskalyze that can help empower you to make better financial decisions—by organizing where you are in your financial plan and visualizing where you want to be. We can then help you get there by crafting a personalized investment plan that reflects your personal priorities, preferences and risk tolerance.

Build Your Asset-Map

Does My Portfolio Fit Me?

Riskalyze is an independent third party service provider and is not affiliated with Raymond James.

Calculators

Our financial calculators are grouped by topic to help you find what you are looking for quickly and easily.

Retirement:

Savings & Investments:

Loan:

Personal Finance:

The future at your fingertips

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Addison Avenue Investment Services and First Tech Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC and 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. 

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