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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
This worksheet can help you estimate the costs of a four-year college program.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?