“Very easy to setup and work with!”
Ken
Enrolled Agent
“Social Security Timing is easy to use and when I needed help, the staff was very helpful.”
Michael
Owner
“The software does the job it is intended to do and the telephone support staff is wonderful at answering my questions. I have never had an issue with either the software or the people. I wish In could say that about everything!”
Richard
CLU, CFC
"Company support makes the difference."
Til
CLU, RICP
“Easy to use software that provides value to advisor and clients.
Nick
Financial Professional
“Clean and intuitive.”
Darryl
CHFC, AIF™, CFP®, Co-founder, CEO
“Simple program, easy to use and explain.”
Michael
CFP®
“Very good tool to inspire and motivate prospects to take the next step towards becoming clients.”
Brent
CFP®, CRPS®, ChFC®, CLU®, AIF®
“Helps me present a transparent plan to clients.”
Gilberto
Financial Planner
“With very few inputs, I receive usable information for my client.”
James
CFP®
“Product works and is simple to use.”
Edward
CLU®, ChFC®, CFP®, RICP®
“There are two concerns for retirees: TAXES and SS. Your software helps me with those two concerns.”
Robert
CLU®, CFP®, ChFC®
“Unique software. Great support.”
Humphrey
Financial Advisor
“Your information is to the point and easy to follow.”
Phillip
Financial Advisor
“Great product!”
Paul
Financial Advisor
“Great product to help my clients with their SSI decision!”
Derek
Financial Advisor
“It was a very useful tool… I was impressed with what I saw. I think it will be an asset in my growing practice.”
Derek
Financial Advisor
“Easy to use, good reports.”
Dan
CFP®, Financial Advisor
"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."
“I want to thank you for your superb help, advice and counsel on the phone today! Your knowledge and expertise made me feel that Covisum is the ONLY company I will need to partner with, for my Social Security software and training needs. Your patience in answering all of my questions, so articulately, was impressive. You are a PRO.”
"Covisum has developed state-of-the-art software, including Tax Clarity®, to better assist your client's retirement needs. They bring a very high level of value to my firm."
“With Social Security Timing®, I’m seeing people interested in retirement planning, not just another portfolio review.”
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