Broker Check

Products & Services

Tax Planning

  • Tax Strategies to optimize your overall financial situation
  • Tax Return Preparation for individuals and all business entity types, including Corporations, LLCs, Partnerships, Fiduciary, and Gift Tax Returns
  • 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)
  • Alternative Investments including non-publicly traded products and Ltd Partnerships
  • Real Estate Investment Trusts (REITs)
  • College Savings Plans including Education Savings Accounts (ESAs) and 529 Plans
  • DSTs - a 1031 exchange investment vehicle

Retirement Planning*

  • Retirement Plans including
    • 401 (k) Plans for small and medium sized businesses
    • IRAs, including Traditional, Roth, SEP, and SIMPLE IRAs 
    • Defined Benefit Plans (DB Plans) and Cash Balance plans
    • Life Insurance Retirement Plans (LIRPs)


  • Life Insurance for income replacement, retirement or estate planning
  • Long Term Care Insurance
  • Life Insurance Review - a complementary analysis to determine if your policies are performing as expected

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