RazorPlan offers multiple reports that each take a different approach to the client situation.
The full report from RazorPlan is a comprehensive financial plan that clearly outlines retirement options, shows projected cash flow and net worth, and highlights the need for personal and estate life insurance.
Download the RazorPlan Advanced Full Report
Download the RazorPlan Full Report
The Focused Planning reports of RazorPlan cover the six core competencies of financial planning. Each report is focused on one aspect of financial planning and display the value of advice to clients. By focusing in on what is important to the clients these reports give clients the confidence to purchase the products and services that improve their financial situation and help achieve their goals.
RazorPlan’s Retirement Readiness report focuses on the potential retirement income of a client. This report also outline the options the client has if their potential retirement income does not match up with their retirement goals.