u What is financial planning?

Financial Planning is the process of taking control of your financial well-being by identifying your needs, goals, and objectives 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 education, or protecting the assets you already have, financial planning is an important step in all phases of life.

u Who needs a financial planner?

In almost all instances, whether you have very limited resources or a substantially large estate, you can benefit from the help and guidance of working with a financial planner. Especially when you begin to consider the rapid changes that have taken place recently in the economy, tax laws, financial products, and interest rates. It is extremely difficult for the average investor to get ahead in today’s volatile economic climate without working with someone in the financial services industry who is current on all of the latest changes.

Our assistance covers the following: Investments

BondsStocks

Mutual FundsAnnuities

Municipal Bond FundsExchange Traded Funds (ETFs)

Brokerage AccountsGovernment Securities

529 College Plans & Coverdell Plans

Tax Privileged AccountsRoth IRA

Traditional IRASEP IRA

Simple IRAProfit Sharing Plans

401k Plans403b Plans

InsuranceDisability Income

Life InsuranceLong Term Care

Contact us today to discuss how we can help you obtain financial peace of mind.

41769 Enterprise Circle North, Ste. 209Temecula, CA 92592

Phone: (951) 719-1515Fax: (951) 719-1518

www.taxmanfred.com

Take charge of yourfinancial future

Securities offered through 1st Global Capital Corp., Member FINRA & SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

u Our mission

FAS Investments has the privilege of assisting selected clients achieve a comprehensive financial plan that meets their unique needs.

Our mission at FAS Investments is to help our clients attain financial peace of mind; to keep the promises they have made to themselves and their loved ones, and to retire with dignity and independence.

Our firm is independent of proprietary products, allowing our advisors to address a truly tax advantaged wealth creation, preservation, and distribution strategy through a comprehensive team approach.

u Our goal

Our goal is to be your most trusted advisor through our professional knowledge, our integrity, and our personalized service.

Our firm was founded on traditional values: hard work, loyalty, and personalized service. Our personal values and professional excellence are key factors in how we respond to our clients’ needs. We help our clients find freedom to pursue what is truly important in their lives. We want to help simplify your life and we are dedicated to guiding you on this journey.

u Nicole M. Albrecht, Financial Advisor and Tax Professional

Ms. Nicole Albrecht joined the firm over ten years ago. She focuses on the investment and retirement needs of tax clients. She currently holds her Series 7 and 66 licenses as an investment advisor representative.

To keep up with the changes in the new tax laws and clients needs, Nicole attends over 100 hours of continuing education annually. Nicole is an Enrolled Agent licensed to practice before the IRS, and a Certified QuickBooks® Pro-Advisor.

Nicole is currently serving on the Valley of Young Professionals board as a civic chair and is very active in the community as well as with her church. Nicole and her family have lived in the Temecula Valley for the past fifteen years.

u Your trusted advisor

We believe that we succeed only when our clients succeed. Choosing a qualified and trustworthy financial planner could possibly be the most significant investment decision you will ever make in your lifetime. Therefore, we appreciate you taking the time to find the right financial planner to help you achieve your dreams and goals.

u Products and services

At FAS Investments, we look at the big picture. We analyze your entire situation, design a well thought-out plan to meet all of your needs, and consistently watch your investments to make sure you get the most out of every dollar you invest. We’re proud to offer a diverse range of financial products and services. In fact, that is one of the major reasons why our clients trust to work with us. By acting as an independent financial planning firm, we are not obliged to sell or recommend any specific company’s products–we simply recommend the best products and companies that meet your specific investment needs for our clearing broker/dealer.