“Very easy to setup and work with!”
“Social Security Timing is easy to use and when I needed help, the staff was very helpful.”
“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!”
"Company support makes the difference."
“Easy to use software that provides value to advisor and clients.
“Clean and intuitive.”
CHFC, AIF™, CFP®, Co-founder, CEO
“Simple program, easy to use and explain.”
“Very good tool to inspire and motivate prospects to take the next step towards becoming clients.”
CFP®, CRPS®, ChFC®, CLU®, AIF®
“Helps me present a transparent plan to clients.”
“With very few inputs, I receive usable information for my client.”
“Product works and is simple to use.”
CLU®, ChFC®, CFP®, RICP®
“There are two concerns for retirees: TAXES and SS. Your software helps me with those two concerns.”
CLU®, CFP®, ChFC®
“Unique software. Great support.”
“Your information is to the point and easy to follow.”
“Great product to help my clients with their SSI decision!”
“It was a very useful tool… I was impressed with what I saw. I think it will be an asset in my growing practice.”
“Easy to use, good reports.”
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.”