Rene S. Randel, MBA, CPA, CFP®
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.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and succeed with a strategy that’s designed to address your individual or business situation. We understand the challenges today facing individuals, families, and small businesses.
Tax Planning and Preparation
As a licensed CPA with over 25 years of tax preparation experience, René Randel is highly qualified to handle most any tax situation you may have. Mr Randel assists individuals and businesses to minimize the amount of tax owed by recommending strategies that take advantage of the current and changing tax laws.
Mr. Randel is also a Certified Financial Planner, which uniquely qualifies him to function as both your tax and financial planning advisor. This eliminates the need to have two advisors coordinating with each other. By knowing your personal tax and financial situation, our firm can recommend the best retirement plan for your business or suggest a portfolio of investments that best takes advantage of the tax laws.
Putting It All Together
Building a relationship and fully understanding the needs and goals of our clients takes time. We believe this is why most of our clients have been with us for over ten years. It is only when you understand each client’s unique situation that you can recommend strategies and implement solutions. Give us a call to discuss how we can put a plan together for you and your family.
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here's a breakdown of how the federal government spends your tax money.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Do you have an estate strategy? You should.
Is your estate in order? This short quiz may help you assess your overall strategy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.