- Speed, Logic, Simplicity.

About The RAZOR The Approach Sample Reports Testimonials

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". In essence, simplicity is about clarity, taking something that is complex by nature and refining it to the point in which it is understood by its state and appearance. The Razor is unlike any other financial planning software program. Its simplified, elegant design was created to streamline the financial planning process. Like the iPod simplified our ability to listen to music without sacrificing the quality of the recording, The Razor simplifies financial planning without sacrificing the quality of the analysis. 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