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
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Saving for College 101
Here's a crash course on saving for college.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Redefined
Around the country, attitudes about retirement are shifting.