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Individual Services

Financial and Estate Planning – It all starts with the financial future you envision for your family. We help you define your goals, visualize your future and then devise and implement a plan that enables you to make smart choices with your money. Our services include retirement planning, education planning, disability and long term care planning, life insurance needs planning and estate planning – all offered with the support of an experienced advisor supported by comprehensive expertise. Investment Planning and Management – We design and implement investment portfolios tailored to your risk profile and objectives. Our refined management selection process includes periodic reviews and updates that track your progress relative to your goals. We provide access to a full range of investment products including ETFs, mutual funds, annuities, private money managers, stock and bonds. We can also help you establish IRA accounts, Roth IRAs, 529 College Savings Plans and 401(k) rollovers.  Investment Management Process.

Overall financial strategy - We help our clients plan and implement approaches to help reduce income taxes, to devise stock option strategies, provide estate liquidity and preserve wealth. Our clients have described our approaches as innovative, conservative, understandable, easy to implement and thorough.

Retirement Income Strategies - When the time comes to start pulling money out, we help with social security income, required minimum distributions, systematic withdrawals, annuity distributions, Medicare IRMAA premiums, and pension distributions as well as the emotional aspects of starting to draw down assets. We model the income tax effects in order to keep as consistent a tax bracket over time to avoid surprises.

Other Financial Services* – Our goal is to allow you to consolidate your financial planning into a single relationship so that products and strategies all work together. We can provide life, disability, and long term care insurance.  Insurance and Risk Planning.

Learn more about What is Navigator.

*Services that are not offered through First Allied Securities, Inc. or First Allied Advisory Services, Inc.