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About Rand Financial Planning

Rand Financial Planning is an independent, fiduciary, fee-only financial planning firm that focuses on tax-efficient retirement planning. We also offer ongoing investment advice and financial planning to clients approaching retirement and in retirement. We are intentionally a small firm because we take pride in giving our clients personalized service and exceptional value. This means you will work only with Marjorie L. Rand, CPA, CFP®, RICP®, the sole financial advisor of our firm. Our desire is to develop a personal relationship with our clients that will last many years. You won't be just a number at our firm. Rand Financial Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Rand Financial Planning, LLC to any unintended registration requirements. Visitors to this site should not construe any discussion or information contained herein as personalized advice from Rand Financial Planning, LLC. Visitors should discuss the personal applicability of the specific products, services, strategies, or issues posted herein with a professional advisor of his or her choosing. Investment advisory services are offered through advisory representatives of Rand Financial Planning, LLC, an investment advisor registered with the State of New Jersey. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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