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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

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Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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How the Federal Reserve Works

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Lifestyle considerations in creating your retirement portfolio.

Critical Estate Documents

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Investors seeking world investments can choose between global and international funds. What's the difference?

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With alternative investments, it’s critical to sort through the complexity.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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