Resources

The Rand Management Group is dedicated to providing our clients with custom and value-added resources that cover a wide range of investment topics. Please see below links to our in house library of brochures and research. If there is a subject or material that is not listed please contact us and we forward the information to you.

                                                                                                                                                                                               

 

Guest Resources

Estate Planning Guide -  Click here

Perspectives: A magazine for clients - Click here

                                                                                                                                                                                                 

Client Resources

Create your family legacy

Insurance

Estate and wealth protection

Family inventory checklist

Settling an estate

Estate planning guide

 

Invest for your future

Custom-designed portfolios

Advisor Account

Guided portfolios

Investment solutions

 

Manage wealth tax-efficiently

Tax-Free Saving Accounts

 

Live well in retirement

Retirement planning

Retirement checklist

 

Optimize your business

Business planning

Business owners guide

 

Simplify complex financial affairs

Family wealth management guide