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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
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
For homeowners who think their property taxes are too high, there are ways to appeal.
Knowing the rules may help you decide when to start benefits.
One of the most important steps to become financially sufficient is to set up a realistic budget.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
It sounds simple, but paying yourself first can really pay off.
The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Even low inflation rates can pose a threat to investment returns.
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 decision whether to buy or rent a home may have long-term implications.