RazorPlan
@razorplan
In the real world simplicity is valued over complexity.
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http://www.razorplan.com 03-06-2014 15:17:14
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"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 iA Financial Group HollisWealth Investment Executive Advisor.ca @Peel_Halton youtu.be/0tMRj6b70GU
CEO of RazorPlan, Dave Faulkner Dave Faulkner, is happy to announce the winner of the iA Financial Group Swing Into Spring contest . Congratulations Matthew Stewart of RidgeRock Wealth on winning a Samsung Galaxy Tab A!
Congratulations to Jarrett Holmes, QAFP™ of IRONSHIELD Financial ( and RazorPlan user) on being one of the President's List Recipients for the November 2020 CFP® exam. linkedin.com/company/razor-…