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 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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
An Arm and a Leg
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Rule of 72
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.