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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.