First Allied Securities, Inc. is an independently owned financial consulting firm with more than 25 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 Securities, Inc. has the financial management experience to direct you towards reaching your objectives.
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.
Helpful Content
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.