Gain from an independent perspective.
First Allied Securities is an independently owned financial consulting firm with more than 14 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, First Allied has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Would you like to be able to pick all three? Call or email me and lets see what we can do together.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What does the Tax Reform and Jobs Act mean for you?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.