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.
How Income Taxes Work
A quick look at how federal income taxes work.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Term insurance is the simplest form of life insurance. Here's how it works.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When markets shift, experienced investors stick to their strategy.
Here’s a crash course on saving for college.
Peer-to-peer payment apps are one of the newest ways to send money.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.