Randall Financial, LLC
Charles Randall, Certified Financial Planner ™
EXPERIENCE PERSONALIZED FINANCIAL PLANNING WITH OUR SIMPLE "FEE ONLY" SERVICE MODEL.
Charles Randall CFP®, Fee Only Advisor
A Certified Financial Planner (CFP) is a financial professional who has completed a rigorous process of education, examination, and experience requirements set by the CFP Board. They have a comprehensive knowledge of financial planning topics and are held to a higher standard of care and ethics. A fee-only advisor is a financial professional who only charges a fee for their services and does not receive any other compensation, which eliminates potential conflicts of interest. They are held to a fiduciary standard of care and must always act in their clients' best interests.
Charles Randall is a CFP and a fee-only advisor who provides personalized, objective, and transparent financial advice. He started his financial career in 1992 and is committed to building long-term relationships with his clients. Charles develops a customized financial plan that is tailored to each client's specific needs and helps them achieve their financial goals.
Charles specializes in assisting individuals who have lost a loved one by facilitating the transfer of assets, settlement of the estate, and management of assets. His expertise in inheritance helps clients navigate the process with ease, making it less stressful for them.
Working with Charles can provide clients with peace of mind and confidence that comes from working with a qualified and experienced financial professional who has their best interests at heart. Overall, working with a CFP and fee-only advisor like Charles can help clients achieve their financial goals and build a secure financial future.
Our Services
Comprehensive Financial Planning
Retirement Planning
Education Planning
Executor Services
Generational Wealth Transfer
Portfolio Management
Digital Asset Investing
AIgorithmic Trading
Financial Planning
Financial planning involves:
-Understanding current financial picture
-Retirement planning
-Debt management
-Tax and estate evaluation
-Investment evaluation and allocation
-Risk mitigation
Executor Services
Executor Services Include:
-Assisting the executor in the administration of an estate
-Preparing assets for transfer
-Transfer of wealth to beneficiaries
Portfolio Management
Our comprehensive portfolio management service include:
-Cutting edge AI technology
-Individualized investment portfolio
-Diversified range of assets, including ETFs, stocks, bonds, alternative investments, algorithmic trading, and digital assets.
Securities offered through Randall Financial LLC., Member FINRA. Advisory Services offered through Randall Financial LLC. Non-security products and services or tax services are not offered through Randall Financial LLC.