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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Don’t overlook the need for renter’s insurance if you rent your home.
There are four very good reasons to start investing. Do you know what they are?
Taking regular, periodic withdrawals during retirement can be quite problematic.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Healthy habits are one of the greatest gifts to give your child.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.