Rand Financial Planning, LLC
Rand Financial Planning is a Flemington, New Jersey fee-only financial planning firm focusing on retirement planning for people approaching retirement and ongoing financial planning for people already in retirement.
We help our clients prepare for a safe and secure retirement, giving them peace of mind so they don’t have to worry about their financial future. Once they are in retirement, we monitor their financial progress and help them stay on track to meet their goals. We do this by providing comprehensive fee-only financial planning customized to the specific needs of each client, based on their goals and values.
- We are intentionally a small firm because we want to give our clients personalized service and exceptional value. This means you will work only with Marge Rand, the sole advisor of our firm.
- We believe good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, we do not take custody of your assets, but rather, we help you evaluate your options and we work with you to implement changes to help you meet your financial goals.
- From the moment our clients meet us, they feel comfortable and at ease, because we show them kindness and respect, and we deal with them honestly, fairly, and professionally in all interactions with them.
Our Investment Philosophy
We recommend index funds and exchange-traded funds to our clients to ensure their portfolios are tax-efficient, provide adequate diversification and are cost-effective.
Helping You Attain a Secure Financial Future.
A NAPFA-Registered ACP (Alliance of Comprehensive Planners) financial advisor with offices in Flemington, NJ and also serving clients via remote meetings.
Please visit our website at www.randfinancialplanning.com