About The RAZOR The Approach Sample Reports Testimonials FAQs

The Razor is a financial planning software program designed to provide efficiency and simplicity to the financial planning process. Simplicity is reassuring.  As Leonardo da Vinci said, "simplicity is the ultimate sophistication". The Razor is about clarity: taking what was a complex process and making it simple. The Razor requires only KEY information from a client and, using its innovative algorithms, will run intuitive calculations on your behalf and provide you with a financial analysis your clients will understand. 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? What rate of return do I need to earn? How much do I have to save? The Razor also addresses your client's risk management needs by automatically calculating the optimal amount of coverage for: Life Insurance Disability Insurance Critical Illness Long Term Care Insurance