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
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?