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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Simple steps may help you foil hackers and protect your privacy.
The uncertainties we face in retirement can erode our sense of confidence.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how to set up your financial goals for success? This knight does.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.