Who We Are And How We Can Help

By Marjorie L. Rand, CPA, CFP®, RICP®

Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch. 

That’s where we come in. At Rand Financial Planning, we provide personalized service and protective guidance for every phase of your life so you can approach your challenges and opportunities with unquestionable confidence.

What We Do

As an independent, fee-only, comprehensive financial planning firm, we help our clients prepare for a secure financial future, empowering and educating them to make wise financial decisions along the way. Our goal is to be your go-to source for all your financial needs. Whether you need help with estate planning, insurance reviews, or portfolio management or you want to minimize your tax burden and make sure you don’t run out of money in retirement, we help you build a financial plan that is right for you and your future. 

We make this a reality by prioritizing listening, taking the time to get to know each and every client so we understand their dreams, their fears, their circumstances, and their challenges. Only then can we design a road map that covers all the bases, addressing the unknowns and risks, and giving them the confidence they need to sleep better at night.  

Who We Serve

While we serve a wide range of clients, we focus our services on those who are approaching retirement or already retired. Regardless of their differences in age and profession, our clients have a few things in common. They are conscious savers who are looking for a long-term relationship with a trusted advisor. They recognize that they need the guidance and experience of a professional to help them navigate the complexities of retirement. 

The Rand Financial Difference

There are plenty of financial firms out there, but we believe we are different from the rest. We are an intentionally small firm that takes pride in offering personalized attention and an unparalleled level of client service. What that means is that you aren’t just a name at our firm. We care deeply about you and are committed to putting you first and walking with you through whatever life throws your way. 

Take The First Step

If you want to get to the reward you deserve after working your whole life, we’d love to help you create a retirement plan that makes sense and leaves you with the confidence you have only dreamed about. Start your financial planning journey today by scheduling a 20-minute introductory call or reaching out to us at 908-895-2406 or marge@randfinancialplanning.com to see if we are the right firm to help you on your financial journey.

About Marge

Marjorie Rand is founder and financial advisor at Rand Financial Planning, a comprehensive, fee-only, fiduciary financial planning firm. Marge specializes in helping her clients plan for a secure retirement and navigate life’s many transitions through customized, tax-efficient retirement planning. She is passionate about empowering her clients to make the best financial decisions for their life and being by their side no matter what life throws at them. Marjorie spent many years as a CPA before founding Rand Financial Planning so she could be a go-to source for all her clients’ financial needs and help them avoid costly mistakes. She has a bachelor’s degree in accounting from Rutgers University and a Master of Science in Taxation from Fairleigh Dickinson University, along with the Retirement Income Certified Professional® (RICP®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations. When she’s not working, Marge enjoys boating, horseback riding, traveling, and hiking with her husband and her dog, Rangeley. To learn more about Marjorie, connect with her on LinkedIn.

This content is developed from sources believed to be providing accurate information and is provided at least in part by Twenty Over Ten and other sources. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Original content of Rand Financial Planning, LLC. only is copyright © 2021 by Rand Financial Planning, LLC. All rights reserved