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  • Phases Financial Group
    703 High Street Palo Alto, CA 94301 T: 650.313.2740
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401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two im...
Retirement
401(k): Spend It or Save It
There are several ways to manage your 401(k) balance when you leave an employer. The most fundamenta...
Retirement
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403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3)...
Retirement
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or enter in the loan amount, and...
Loans
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, abili...
Savings & Investments
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Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how m...
Savings & Investments
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Car Loan Calculator
Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickl...
Loans
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Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. If you run out of available ca...
Personal Finance
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a certificate of deposit (CD). Jus...
Savings & Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the...
Savings & Investments
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to take advantage of the long-term ca...
Retirement

A breadth of services to serve a variety of needs

Connect with us
  • Phases Financial Group
  • 703 High Street Palo Alto, CA 94301
  • T 650.313.2740
  • Map & Directions
  • Map & Directions
  • Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
  • O 650.313.2738
  • Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS 
  • O 650.313.2739

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.

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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