About The Razor

The Razor utilizes a "Whole Wealth" approach to financial planning that includes proven planning strategies and T1 based tax calculations. The Razor helps deliver financial advice that not only addresses all of your client's needs, but advice they will also understand. In addition to using a whole wealth approach, The Razor automates the analysis of your client's financial needs by answering their most important retirement planning questions: "When will I be able to retire?" "How much can I spend?" "How much do I have to save?" "What rate of return do I need to earn?" The Razor also addresses your client's risk management needs by calculating the optimal amount of coverage for: Life Insurance Disability Insurance Critical Illness Insurance Long Term Care Insurance

In addition to this user manual, we also offer the following: Sample Reports Online Tutorials The Razor Glossary Training & Support Testimonials FAQs

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