Our mission at Rand Financial Planning, LLC is to help our clients attain a secure financial future and financial peace of mind.
You may be here because you are facing a transition in your life (approaching retirement, losing your spouse or inheriting money). Maybe you have questions about whether you will run out of money in retirement, or how you will handle your finances without your spouse or what to do with inherited money without any experience with investing. This is the time when you need a trusted financial advisor to walk through this challenging time with you.
At Rand Financial Planning, we come alongside you to help you make smart financial decisions that will pay off 10, 20 maybe even 30 years down the road. We help you through the maze of financial choices and manage your money with confidence. We help you prepare for the unexpected by building a solid financial plan that will protect you in the future.
We focus on your goals and work with all aspects of your financial life – tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more – to create a financial plan that changes as your circumstances change. Instead of just telling you want to do, we work with you, providing you with easy-to-understand recommendations as well as hands-on implementation.
You rest easy knowing you have a financial plan in place for a secure financial future. You have peace of mind knowing you have professional help when the unexpected arises or when you simply have a question.
Comprehensive Financial Planning
No Product Sales
We help you manage your money with confidence.
Managing your own personal finances can be overwhelming and exhausting. We provide ongoing planning support so you never have to make financial decisions alone.
We help you prepare for the unexpected.
With so many changes in your life, you need reassurance that you are going to be okay. We help you build a solid financial plan that will protect you in the future.
We help you achieve sustainable financial well-being.
Financial wellness is a long-term endeavor. Our sensible financial planning process helps you sustain financial well-being over a period of years or decades.