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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Even low inflation rates over an extended period of time can impact your finances in retirement.
A letter of instruction provides additional and more personal information regarding your estate.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There’s a link between debt and stress.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?