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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here’s a guide to explain all the parts of Medicare.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding the value of a home warranty.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?