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.

 

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