Sample Reports

“I’ve been an advisor for over 25 years and this is hands down the best planning software I have ever used and I wanted to let you know! It’s very simple to navigate and my clients get it and are leaving my office feeling better about their situations than they did before they walked in. The fact that I can provide a diagnosis with basic, easy to follow options in such a brief amount of time is worth every cent. Thanks for making the complex ‘stuff’ simple and easy to deliver.”

“After 20 years in the financial services industry, I was delighted to find a program that offers clients what they want to see and advisors a chance to explore opportunities in a simple and effective manner. Thank you!”

“I love this software… It is so effective with my clients.”

“RazorPlan is easy to use, but more importantly easy to understand for both me and my clients. It certainly sparks conversations about the difference between ‘needs and wants’! I have and will continue to recommend this planning program to others in my field.”

“I’m very pleased with the results I have been able to obtain with RazorPlan financial planning software in a short period of time. I started with the 14–day free trial and decided to sign up for a year. What I find most impressive is the ease of data input and the interactive Chart Wizard that allows you to make real time adjustments to the plan and see the immediate results on the charts. Overall, I would recommend RazorPlan software to any financial planner.”

“Having owned a successful Independent Comprehensive Financial Planning firm for over 25 years, I have utilized many, many illustrative software programs. Unquestionably, RazorPlan is one of the finest! It’s inexpensive with crisp graphics and accurate calculations, simple to use, client friendly, and extremely versatile. Using RazorPlan greatly assists us in demonstrating real–time value time after time with current and prospective customers alike. ”

“I have been enjoying RazorPlan a lot since we got it. Very easy to use with extremely useful illustrations being provided from it.”

“I have used Razor Plan for a few years and have always been impressed with its ability to demonstrate complex financial planning concepts in a simplified format with a minimum of effort.   It has helped me show retirement and estate planning strategies as well as the need for long term care, term and/or permanent insurance to clients in a way that is easy to comprehend.  Best of all there is Dave Faulkner, the founder.   Working with him through a complex case is both interesting and inspiring given his depth of knowledge and obvious enthusiasm for creating solutions.  I encourage all advisors to take a look at Razor Plan. It is now a mainstay in the work that we do and has led to increased business and greater client satisfaction.”