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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.