RazorPlan

In the real world simplicity is valued over complexity.

[RazorPlan @RazorPlan]

Nest Wealth has acquired Razor Logic Systems, the makers of RazorPlan! We’re very excited to join forces and work towards our goal to better serve our clients together. ​@RazorPlan​ #wealthmanagement #fintech #startup https://t.co/zRYhUwgXC8

[RazorPlan @RazorPlan]

Congratulations to Jarrett Holmes, QAFP™ of @IRONSHIELDFP ( and RazorPlan user) on being one of the President's List Recipients for the November 2020 CFP® exam.

https://t.co/yUlGp14voe

[RazorPlan @RazorPlan]

Pot edibles could lead to higher life insurance premiums.
https://t.co/w9ojvHYk5j

[RazorPlan @RazorPlan]

Nest Wealth acquires financial planning software firm Razor Logic Systems
https://t.co/WphyL1OJ5W

[RazorPlan @RazorPlan]

How Withdrawal Rates Affect Estate Planning https://t.co/CtrNZExAsj

[RazorPlan @RazorPlan]

Canada’s housing market no longer ‘highly vulnerable’: CMHC
https://t.co/f8Nsn3pAg0

[RazorPlan @RazorPlan]

Tax implications of making transfers between registered accounts. https://t.co/diwGTookJH

[RazorPlan @RazorPlan]

Retirement Isn't All Fun and Games https://t.co/yQ46zLhQhC

[RazorPlan @RazorPlan]

Offering multiple webinars to learn about the new features of RazorPlan Plus such as, Minimum Asset / Estate Values, Variable Rates of Returns and Corporate Windups. Sign up Now!
https://t.co/9QZPWBGKL2

[RazorPlan @RazorPlan]

The modern workplace is hopelessly distracting. And it's costing us time and money https://t.co/5IpuS6nhOY

[RazorPlan @RazorPlan]

Charitable Giving: A New Definition of Success https://t.co/DwSgaZo8tf

[RazorPlan @RazorPlan]

How The Financial Planning Process Differs For Young Clients: Not Simpler, But Different Complexities https://t.co/3C8q8Rw71Z

[RazorPlan @RazorPlan]

CEO of @RazorPlan, Dave Faulkner @FaulknersRazor, is happy to announce the winner of the @IAcanada Swing Into Spring contest . Congratulations Matthew Stewart of RidgeRock Wealth on winning a Samsung Galaxy Tab A!

[RazorPlan @RazorPlan]

Why estate planners aren't just for the ultra-rich, by @AlexChalekian
https://t.co/UoCFnAjyWE
via @Forbes

[RazorPlan @RazorPlan]

What the Critics Get Wrong About Reverse Mortgages #financialplanning https://t.co/FJjVcQCWmG

[IDCWIN @IDCWIN]

Don Hart VP Training and Development with #IDCWIN moderating a #Razorplan Workshop in Montreal today. Because “Life is better with a plan” and at #IDCWIN “Your Success is Our Business” https://t.co/m93TH55bcl

[IDCWIN @IDCWIN]

RazorPlan Financial Planning with Dave Faulkner https://t.co/xWZHK2g5gn via @YouTube

[Brian Laundry @BrianLaundry]

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton
https://t.co/8w7xbwQE0j

[The Fintech Impact Podcast @fintech_impact]

Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance https://t.co/raPJ8V0L7d

[RazorPlan @RazorPlan]

When it comes to government benefits, what to take, when, and how much you will get are important questions for your financial plan – helpful answers from @myownadvisor

https://t.co/0d8Sanxkws
via @RobbEngen