Gain from an independent perspective from one of our experienced financial advisors here in Lake Tahoe.
The Financial Advisors of First Allied at Zephyr Cove are independent financial consultants (or representatives) with more than 25 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, First Allied Securities 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 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.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Rightsizing for Retirement
What does your home really cost?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.