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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? How to Bake a Pie-R-A

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.


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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Tax Deductions You Won't Believe

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

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Doubling Your Money

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Your Cash Flow Statement

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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