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Cash management strategies for business owners
Top five tips for navigating market volatility and inflation.
Business Ownership
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle
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IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.

Retirement & Longevity
Alternative investments: Thinking beyond the traditional asset classes
Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
Define your personal philanthropic mission
A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
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Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.

Business Ownership
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Leveraging a non-occupant co-borrower to buy a home
For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
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Companies' sustainability goals encourage efficiency
Companies show that environmental business practices can be good for business.
Technology & Innovation
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Help safeguard your assets from a beneficiary's divorce
How a careful and intentional trust will help ensure your intentions are upheld.
Estate & Giving

A breadth of services to serve a variety of needs

Connect with us
  • Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
  • O 650.313.2738
  • Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS 
  • O 650.313.2739

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The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. 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. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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