G2

BW

Brad W.

Advisor and President

Small-Business (50 or fewer emp.)

7/15/2020

"Essential Tool for My Advisory Business"

5/5

What do you like best about Covisum Social Security Timing?

I have used this tool for several years and it has been essential to my planning business. This breaks down the options with Social Security in a way that makes it very easy for my clients to understand and make informed decisions. I also recently added Tax Clarity and love them both. These tools make me stand out from other advisors who just want to get the client's assets and don't to put in the extra time to provide a real service. Review collected by and hosted on G2.com.

What do you dislike about Covisum Social Security Timing?

There is nothing about the platform I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering Covisum Social Security Timing:

Try it. You will love it. Review collected by and hosted on G2.com.

What problems is Covisum Social Security Timing solving and how is that benefiting you?

In addition to my planning software, Social Security Timing helps me to guide my clients into what retirement will look like for them financially. Review collected by and hosted on G2.com.