Adding Value to Your Journey
We are an independently owned financial consulting firm with more than 17 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, J. Eric Brinley, CFP® professional has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities. Inc. and First Allied Advisory Services, Inc. to individuals, families, 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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Technology tips to make your next trip even better.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding how a stock works is key to understanding your investments.
Knowing the rules may help you decide when to start benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
What are your options for investing in emerging markets?