Offering unbiased advice and an independant perspective.
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. We also offer financial, insurance services and investment services through First Allied Securities and Volker Financial and Insurance Services, Inc. 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.
Volker Financial and Insurance Services, Inc. is not affiliated with First Allied Securities.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein
Helpful Content
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.