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How We Can Help!
We offer a full range of investment and financial services and have access to a wide array of solutions that we customize to your needs and goals.Learn More
Achieving Your Goals
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Making Sense of Today’s Financial Environment and Planning for the Future
Welcome and thank you for your interest in First Allied Securities, Inc. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The federal government requires deceased individuals to file a final income tax return.
Here are five facts about Social Security that are important to keep in mind.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
An amusing and whimsical look at behavioral finance best practices for investors.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.