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
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
To choose a plan, it’s important to ask yourself four key questions.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
At what point can you call a personal vehicle commercial?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn about the average American budget in this fun and interactive piece.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.