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Randal L. Atwell


Investment Advisor Representative

1398 Smith Street
P.O Box 857
Kingsburg, CA 93631-0857

Phone:

559.259.7462

Fax:

855.505.2070

E-mail:

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Welcome to Randal L. Atwell Investment Advisor Representative

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Here are answers to some key questions about required minimum distributions.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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How much would your monthly lease payment be?

Use this calculator to determine whether you qualify for the different types of IRAs.

Determine whether you should consider refinancing your mortgage.

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck