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No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Surprise! You’ve Got Money! RE: Retirement

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 Avantax Wealth ManagementSM


Our Mission

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.

Investment Planning

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.

Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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