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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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Extended Care: A Patchwork of Possibilities

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Apps That Help Achieve Goals

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

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This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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Long-Term-Care Protection Strategies

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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

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