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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A change in your mindset during retirement may drive changes to your portfolio.
Four vacation destinations you might never have thought of.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.