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Ivestment portfolios built with care

TFCU Financial Advisors believes in thoughtful planning and doing things the right way. That’s how we approach your investments, too. As your trusted financial partner, we’ll work with you to craft a strategy that fits your personal goals and what matters most to you.

With Raymond James Freedom portfolios, your investments are in good hands — managed by an experienced team using a steady, disciplined process that helps balance growth and risk. Backed by thorough research and a whole lot of know-how, we’ll walk with you every step of the way to help keep you on track.

A simpler way to approach

complex choices

Raymond James offers a mix of investment options that fit all sorts of goals. Your portfolio is looked after regularly, with adjustments made as needed to help keep things on track.

A disciplined, knowledgeable team

The Raymond James Asset Management Services team offers you the advantage of dedicated, professional researchers to guide investment decision-making. Our 31 research associates have more than 400 combined years of industry experience – which we put to work for clients like you.

Further information on the funds selected for the Freedom Portfolios is available by prospectus, which can be obtained through my office. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom Portfolios before investing.

The prospectus contains this and other information about the funds and should be read carefully before investing. In a Freedom account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement. Investing involves risk and you may incur a profit or loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss.

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