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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Knowing the rules may help you decide when to start benefits.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Term insurance is the simplest form of life insurance. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.