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.
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's important to make sure your retirement strategy anticipates health-care expenses.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For many, retirement includes contributing their time and talents to an organization in need.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Term insurance is the simplest form of life insurance. Here's how it works.
Ascertaining the value of your business is important for a variety of reasons.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?