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Investments in Temecula call 951-719-1515
- 1. 41769 Enterprise Circle North, Ste. 209 u What is financial planning? Temecula, CA 92592 Take charge of your Financial Planning is the process of taking control of your financial well-being by Phone: (951) 719-1515 Fax: (951) 719-1518 financial future identifying your needs, goals, and objectives www.taxmanfred.com as well as formulating a plan of action to make sure you are successful at getting to where you want to be. Whether it be saving for retirement, buying a new home, funding a child’s college Our assistance covers the following: education, or protecting the assets you already Investments have, financial planning is an important step in all Bonds phases of life. Stocks Mutual Funds Annuities Municipal Bond Funds Exchange Traded Funds (ETFs) u Who needs a financial planner? Brokerage Accounts In almost all instances, whether you have very Government Securities 529 College Plans & Coverdell Plans limited resources or a substantially large estate, you can benefit from the help and guidance of Tax Privileged Accounts working with a financial planner. Especially when Roth IRA you begin to consider the rapid changes that have Traditional IRA taken place recently in the economy, tax laws, SEP IRA financial products, and interest rates. It is extremely Simple IRA difficult for the average investor to get ahead in Profit Sharing Plans today’s volatile economic climate without working 401k Plans with someone in the financial services industry who 403b Plans is current on all of the latest changes. Insurance Disability Income Life Insurance Long Term Care Contact us today to discuss how we can help you obtain financial peace of mind. Securities offered through 1st Global Capital Corp., Member FINRA & SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
- 2. u Our mission u Products and services FAS Investments has the privilege of assisting selected At FAS Investments, we look at the big picture. clients achieve a comprehensive financial plan that We analyze your entire situation, design a well meets their unique needs. thought-out plan to meet all of your needs, and consistently watch your investments to make sure Our mission at FAS Investments is to help our clients you get the most out of every dollar you invest. attain financial peace of mind; to keep the promises We’re proud to offer a diverse range of financial they have made to themselves and their loved ones, products and services. In fact, that is one of the and to retire with dignity and independence. major reasons why our clients trust to work with Our firm is independent of proprietary products, us. By acting as an independent financial planning allowing our advisors to address a truly tax firm, we are not obliged to sell or recommend advantaged wealth creation, preservation, and any specific company’s products–we simply distribution strategy through a comprehensive recommend the best products and companies team approach. that meet your specific investment needs for our clearing broker/dealer. u Nicole M. Albrecht, Financial Advisor and Tax Professional u Our goal u Your trusted advisor Ms. Nicole Albrecht joined the firm over ten years ago. She focuses on the investment and retirement Our goal is to be your most trusted advisor through We believe that we succeed only when our needs of tax clients. She currently holds her Series our professional knowledge, our integrity, and our clients succeed. Choosing a qualified and 7 and 66 licenses as an investment advisor personalized service. trustworthy financial planner could possibly representative. Our firm was founded on traditional values: hard be the most significant investment decision To keep up with the changes in the new tax laws work, loyalty, and personalized service. Our personal you will ever make in your lifetime. Therefore, and clients needs, Nicole attends over 100 hours of values and professional excellence are key factors we appreciate you taking the time to find the continuing education annually. Nicole is an Enrolled in how we respond to our clients’ needs. We help right financial planner to help you achieve Agent licensed to practice before the IRS, and a our clients find freedom to pursue what is truly your dreams and goals. Certified QuickBooks® Pro-Advisor. important in their lives. We want to help simplify Nicole is currently serving on the Valley of Young your life and we are dedicated to guiding you on Professionals board as a civic chair and is very active this journey. in the community as well as with her church. Nicole and her family have lived in the Temecula Valley for the past fifteen years.