Maximize Your Benefits
With advice and planning designed for every option
First Tech has been working with tech-focused employees for years
For more than 25 years, First Tech has served as a trusted financial partner to leading technology-oriented companies and their employees, like you. Our team includes the Financial Advisors at Addison Avenue Investment Services, First Tech’s investment division. These advisors have worked with many thousands of First Tech members to provide customized financial guidance.
When you work with the advisors at Addison Avenue, you’ll have access to all of that knowledge and expertise, enabling you to make informed decisions about your personal financial future.
Let’s Talk Benefits
Schedule a complimentary, no-obligation consultation, and we’ll connect you with one of our Financial Advisors to discuss maximizing your company benefits.
Understanding Retirement Packages
The advisors at Addison Avenue Investment Services have helped countless software engineers and other tech-focused employees throughout the years. We understand how to help maximize your long-term options from your first day of employment to your early days of retirement, and are experienced at navigating stock awards and the benefits of a deferred compensation plan. We’ll be here to answer questions for every phase of your life, including:
- Contribution Matching
- After-Tax Roth Conversion
- Socially Responsible Investing (SRI)
Managing Your Financial Future
In addition to helping you plan for your retirement, the Financial Advisors at Addison Avenue Investment Services can assist you with:
- Restricted Stock Units
- Employee Stock Purchase Program
- Charitable Giving and Fundraising
Visit Us, We’re Easy to Find
Our Financial Advisors are located near a host of tech-oriented campuses, delivering professional insights, advice, and one-on-one interactions. You can find them onsite at Microsoft West Campus Studios in Redmond, as well as our RidgePointe, Bellevue City Center, Sammamish and South Lake Union locations. Schedule an appointment or call one of the advisors below to talk about your financial future.
Meet the Financial Advisors at Addison Avenue
Kathy Wills
Investment Management Consultant
Financial Advisor, RJFS
425.956.7164
kathy_wills@addisonavenue.com
Seattle Locations
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Outside of the Puget Sound region, please contact:
Addison Direct Team
Financial Advisors, RJFS
800.988.0134 x5856
Raymond James corporate
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Registered address: 1011 Sunset Blvd, Suite 210, Rocklin, CA 95765 | 855.744.8585
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Kathy Wills holds this title.
You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters.
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. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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