Broker Check
Preparing For the Ultimate Vacation Surprise! You’ve Got Money! RE: Retirement Bridging the Confidence Gap

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

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.

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.

Helpful Content

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

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.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Tap Retirement Savings to Fund College?

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

A Fruitful Retirement: Social Security Benefit

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow