First Allied Securities

I often begin a conversation with

"What's important about money to you?

When you really stop and take that in, isn't it about living a life that resonates down deep within?  Afterall, planning is about envisioning your future.

That's where I come in.

We collaborate to accomplish a plan that is engineered to make those dreams, a reality.

Maybe it's a future where you are able to travel and see lands that you've long wanted to visit, or you take up a new hobby now that you have the time and resources to devote.

Maybe it's simply about the comfort of knowing you are in a position where you can give time as well as resources to your family and community.

  Each one of us has different ways we answer that question.

It is my belief that as we uncover those areas that "define" you, only then can we build a financial portfolio that is tailored to your true risk level, and one that will meet all that you have in mind.

A portfolio that will provide you with the income you need, and growth for the future.

I hope your visit to this website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation...

Web commentaries and newsletters are updated weekly, and you may view your accounts online here, so make this site one of your "favorites" and check back often. 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

More Newsletters →