Welcome to Our Website
For over 20 years, Rene S. Randel, MBA, CPA, CFP® has helped clients pursue their financial goals. Our firm offers a full array of tax, financial, investment* and estate planning services. Mr. Randel is uniquely positioned to recommend which investments would be best for your specific tax situation because he is both a Certified Public Accountant and a Certified Financial Planner®. Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses.
Call us at (805) 389-3330 and find out how we may be of service to you.*These services are offered by Rene Randel through his affiliation with HD Vest.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have an estate strategy? You should.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Life insurance proceeds are generally tax-free. But not in all cases.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It may help your business be better prepared in the event of the death of a principal or key employee.
When considering life insurance, it's important to understand your options.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?