Date	Author	Comment
2026-03-16	Co*****	Can’t even setup app login house said app! :(
Can’t even setup app login house said app! :(
2020-08-16	Ra*****	Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.
Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.
2019-01-30	Ag*****	They took my money I have access to the website witch is useless The app does not work They have no customer support or no phone number to call I am calling the bank to ask that they reverse charges I would love to use this app, but It does not work!!!!
They took my money I have access to the website witch is useless The app does not work They have no customer support or no phone number to call I am calling the bank to ask that they reverse charges I would love to use this app, but It does not work!!!!
2018-04-23	td*****	App costs a minimum of $499.00 per year to use. Might be a great product, but should candidly list the cost to use up front to preclude unnecessary download and delete exercise.
App costs a minimum of $499.00 per year to use. Might be a great product, but should candidly list the cost to use up front to preclude unnecessary download and delete exercise.
2016-10-10	Ho*****	This app absolutely makes my life easier!! 1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!). 2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan. A must have for the financial planning professional (another superior tool for the "tool belt").
This app absolutely makes my life easier!! 1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!). 2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan. A must have for the financial planning professional (another superior tool for the "tool belt").
2015-06-12	Ne*****	This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!
This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!

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