Albert J. Rasch     & Associates Building and preserving wealth through careful estate planning, tax strategies, and wealth counseling. Al provides personalized legal, wealth planning, tax, financial, insurance and investment management services to individuals and business. He received his BS from Penn State, Juris Doctor from Western State University College of Law, and MBA from Temple University. Al is a CPA and has his Series 63 and 7 Securities License for California - as well as Florida, Georgia, Illinois, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. "I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals." Al's list of client services includes: taxes financial services retirement planning college planning estate planning professional money management Spend some time with Al Rasch to find out how he can help you. Albert J. Rasch, Jr. CSA, MBA, JD Attorney at Law Albert J. Rasch & Associates 2716 Canary Drive Costa Mesa, CA 92626 (714) 432-0794 PST (714) 434-3790 Fax (714) 317-6789 Mobile alrasch@rfgwealth.com www.rfgwealth.com