Broker Check

Products & Services

We provide assistance in the following areas:

Tax Planning

  • Tax Strategies
  • Tax Return Preparation for Individuals and All Business Entity Types, including Corporations, LLCs, Partnerships, Fiduciary, Trust, and Gift Tax Returns
  • Business Start Up and Counsel
  • Small Business Accounting Services  


  • Brokerage Accounts including Stocks, Bonds, Mutual Funds, and Muni Bonds 
  • Annuities, Fixed and Variable 
  • Structured Products including Market-Linked CDs (MLCDs)
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)

Financial Planning*

  • Retirement Plans including
    • 401 (k) Plans,
    • IRAs, including Traditional, Roth, SEP, and SIMPLE IRAs 
    • Defined Benefit Plans (DB Plans)
  • 403 (b) Planning
  • College Plans including Educations IRAs and 529 Plans
  • Estate Plans
  • Profit Sharing Plans


  • Life Insurance including Alternative Uses for Life Insurance for Retirement or Estate Planning
  • Long Term Care Insurance

*These services are offered by Rene Randel through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM.