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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?