Can’t even setup app login house said app! :(
Can’t even setup app login house said app! :(
Planner
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.
No customer service!!! I want my money back
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!!!!
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!!!!
Misleading Advertising on Price
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.
Financial Advisors Specializing in Pension/TSA marketplaces
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").
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").
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