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Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
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10 common scams and how to avoid them
Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
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Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
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Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
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Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle

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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