Customer Success Manager at RazorPlan, Objectway
A Certified Financial Planner that has been working with other financial planners to grow their business and deliver financial plans to their clients. As a veteran of the financial planning software industry, Mike can provide a wealth of knowledge about building financial plans and identifying opportunities.
With the release of RazorPlan Plus some powerful new features were added. The video below is a recording of the RazorPlan Plus launch webinar and shows the following:
Cash Flow Manager
Many of you mentioned wanting to have the ability to direct surplus cash flow to pay down debt or save to the client’s investment accounts so that the excess cash flow is part of the retirement plan. This process can be accomplished when you use the Cash Flow Manager available in RazorPlan Advanced. To learn more about this feature check out the RazorPlan Advanced Features video below or the following blog article on cash flow planning in RazorPlan Advanced.
- Enhanced succession planning using target after-tax estate value
- Sequence of returns and retirement risk zone planning
- Decumulation planning and withdrawal order control
- Corporate estate planning including wind-up and stop-loss calculations
- Alternative retirement income including IRP and reverse mortgage
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