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
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.