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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.