RazorPlan focuses on the six key elements of financial planning:
Estate Planning
A RazorPlan report that implements an Estate Bond. This report includes the full report incorporating planning advice, and the focused planning report with both product and planning advice:
Retirement Planning
This RazorPlan report outlines the strategy of an Insured Pension Plan. Included in the document below is a full report that incorporates the planning advice and the focused planning concept for Retirement Planning:
Tax Planning
The tax planning concept report illustrates the value over product by
focusing on implementing an Insured Retirement Plan (IRP):
Risk Management
RazorPlan uses human capital to identify the needs for insurance, and they are multiple reports that help deliver this need for both product and planning advice to the clients:
Investment Management
Using the RazorPlan Investment Management concept along with the full report advisors can easily demonstrate their value when talking to clients about the cost of investment fees:
Financial Management
Showing clients the benefits of advice in everyday decisions like whether to pay down a mortgage or increase an RRSP contribution is easy to do using RazorPlan’s Financial Management focused report:
Planning as a Concept
How to Use Focused Planning to Create Value Over Product and Increase Sales.
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