Award-winning tax & financial expert, entrepreneur
featured nationally in
Randy Boll is a leading expert in the tax and financial industry, having received more than 50 awards — including Top 40 Under 40 Professionals in the United States.
Randy holds 9 professional designations: CFP, ABA, CLU, ChFC, CRPS, CLTC, TEP, CAP, and MSFS.
Randy routinely trains other professionals, specialists, and advisors on corporate planning strategies and has earned rigorous financial designations from the Certified Financial Planning Board (CFP), the American College for Financial Services (ChFC & CLU), and the College for Financial Planning (CRPS).
Randy is also involved in numerous financial and business organizations, including the Association for Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals (FSP), and more.
Outside of building 8 multi-million-dollar businesses, Randy has grown a family office to a nation-wide firm specialized in providing small business owners with the strategies only otherwise known to the super-wealthy. His strategies have legally saved clients over $100M in taxes.
Available for you
This ultimate do-it-yourself system teaches you how to immediately lower your taxes with simple "how-to" instructions. The action-oriented, step-by-step training complies with the U.S. tax code and can be understood by anyone. Learn more
The ultimate 2-day experience, this in-person workshop is designed to teach you tax and asset protection strategies otherwise known only to the super-wealthy. There are two flavors.
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Praise / What others think
The peace of mind. The knowledge of what we missed before, what we added. The realization that the ‘experts’ we had hired before didn’t know...
Brian & Robbie, Argyle, TX
Working with Randy and his staff is one of the best business decisions we have made to date. He has more credentials than anyone you've met. If you are looking for innovative thinking that’s still full of integrity, Randy’s your guy!
Nate & Dana, Racine, WI
We wish we would have met Randy sooner. His innovative style has given us a clear path for our business and wealth goals.
Preston & Jennifer, Carmel, IN
Since we've been learning and working with Randy, we’ve made more, kept more, and paid less in taxes on our business. We’re better off than we’ve ever been thanks to Randy.
KC & Jessica, Portland, OR