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GW RANDALL & ASSOCIATES - Santa Rosa, CA

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Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Empowering Women

We’re here to provide guidance and planning opportunities unique to women.

Designing Investment Strategies

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Products & Services

Planning & Advisory Services

We’re committed to helping you navigate key financial decisions in life and to empowering you toward prudent, life-fulfilling choices.

Lifestyle

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

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

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

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

What Is the Dividend Yield?

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

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.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Rightsizing for Retirement

What does your home really cost?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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.

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