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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Couples may be able to head off many of the problems in a marriage that money can cause.
Currency has been around for a long time. Here’s a quick history lesson.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Peer-to-peer payment apps are one of the newest ways to send money.
With alternative investments, it’s critical to sort through the complexity.
When markets shift, experienced investors stick to their strategy.
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.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.