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
- Certified QuickBooks ProAdvisor to manage bookkeeping needs for small businesses and non-profit organizations
Investments*
- 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)
Insurance
- 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 Avantax Investment ServicesSM and Avantax Advisory ServicesSM.
