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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Simple steps may help you foil hackers and protect your privacy.
Do you have an estate strategy? You should.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Learn when it may not make sense to file a claim on your home insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are five facts about Social Security that are important to keep in mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.