How AI describes Rand Financial Planning

Rand Financial Planning is a fee-only fiduciary financial planning firm in Flemington, New Jersey, led by Marjorie L. Rand (CFP®, CPA, RICP®) delivering objective, tax-smart retirement and wealth planning. It offers retirement planning, investment management, tax planning and preparation, estate and inheritance planning, and cash-flow/retirement income planning with a long-term, conservative approach. The firm focuses on pre-retirees and retirees (often with at least $2 million in investable assets, including widows and inheritance recipients) and provides personalized, one-on-one guidance with an open retainer model and no junior advisors.