The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life.
Considering our financial picture involves gathering a strong team. This month, it is my pleasure to introduce Nicole Albrecht. Nicole and her team are dedicated professionals, serving individuals, families and businesses with business advisory services, wealth management and tax planning. Welcome Nicole!
Nicole Albrecht is a managing partner of Financial Accounting Services and an Investment Advisor Representative of Reason Financial. Nicole has assisted businesses, individuals and families for over 16 years with their tax and accounting needs. She is enrolled to practice before the Internal Revenue Service (Enrolled Agent/EA) and is a Certified Tax Coach.
Nicole is an active participant in the community. Nicole was awarded Temecula Citizen of the year in 2012 and Volunteer of the year for 2013. She is actively serving on the Boards the Murrieta Chamber of Commerce, is Past-Chairwoman of Women’s Peer Connection and actively leads a Financial Peace 9 week course to help community members get out of debt and start saving. Financial Guru, Dave Ramsey, has endorsed Nicole Albrecht as Temecula Valley’s #1 tax expert.
Question 1. What do you enjoy about working with your clients?
Tax law is complicated. Financial planning can be daunting. Life changes are unpredictable and challenging. We take pride in being able to help people navigate the complexities brought about by life in the 21st century.
Question 2. How would you suggest a potential new client prepare for a 1st meeting?
When people understand their own tax situation, we can do a better job helping them make better decisions. Come with three of your most pressing questions. That will give us a springboard for meaningful discussions that are tailored to your financial planning needs. Also last year’s tax return is very helpful.
Question 3. When someone agrees to become a client, what can they expect immediately?
Our firm has over 100 years of tax and financial planning experience. You can depend on a caring, professional staff that has a wide range of business, tax, wealth management and insurance knowledge.
Over time?
You can count on us to keep you up to date on changes that impact you and your family.
Question 4. What is your service philosophy?
We have a “servant’s heart” when working with people. We want people to understand how their decisions impact their financial lives – now and in the future. The amount of time we spend teaching, coaching and counseling our clients is unmatched. That is truly how we provide the best value to our clients.
Question 5. What resources do you provide to assist “laypeople” with understanding what is being discussed?
We provide many opportunities for individuals, families and business owners to learn how to take charge of the financial affairs. We offer business advisory services. We counsel people on forms of business ownership. We offer a wide range of in-house seminars on topics ranging from Medicare and social security to Dave Ramsey’s Financial Peace University. We offer far more than merely tax preparation services.
Bonus Question! If you were to relay one piece of advice to anyone reading this, what would it be?
Don’t delay! If there is something holding you back, talk to us. We can help.
Tax planning is an integral part of the financial planning process. Thank you Nicole for sharing how we may become involved with our overall financial picture. Nicole and her team may be reached by calling +1.951.719.1515
When you are ready for assistance to ensure you, your family members, employees and company are ready for anything life hands you, we are ready for you. Advanced planning at home and work serves people in measurable and profound ways.
The Living Planner supports proactive resources and quality one-on-one comprehensive individual/family and business planning. Contact us to learn more about how we work with individuals, business owners and employees via Email or online @ The Living Planner