From TaxAlmanac, A Free Online Resource for Tax Professionals
From TaxAlmanac
Hello, my name is Randy and I am an EA, CPA, ChFC, CLU, MBA, Series 7 Licensed Investment Advisor, Life Insurance and Annuties Licensed with a small solo practitioner practice since 1990. I specialize in two areas: Retirement income planning and estate planning. Retirement planning is making sure my clients do not run out of money before they die and estate planning is making sure my clients' heirs get what's left instead of Uncle Sam.