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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The History of Retirement
Do you know where the idea of “retirement” comes from?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When to start? Should I continue to work? How can I maximize my benefit?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are four very good reasons to start investing. Do you know what they are?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?