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.