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First Allied Securities Centralia, WA

(360) 736-8200

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit
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Welcome to First Allied of Centralia

Gain From an Independent Perspective

We are an independently owned financial consulting firm. Our team of advisors and staff provide to all our clients dedicated personalized service. 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, We have the financial management experience to direct you towards reaching your objectives.

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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Saving for College 101

Here’s a crash course on saving for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

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