The Retirement Analysis document is one of the most powerful client documents included in the RazorPlan Report. This document was designed to speak directly to a client in a manner that is very clear and non-complex. This document can be used on its own in quick engagements, provided as part of an ongoing review, or it can make up an intricate part of your process by defining your client’s goals and outlining solutions.
Depending on the outcome of the client analysis, the software will display a specific set of results. For a breakdown of the many variances you may encounter while viewing the Retirement Analysis Report, view the Retirement Options Chart.
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