Testimonials
What our customers are saying
“This is the best software I have seen. I use eMoney and Advysis and neither can generate a report like this.”
-40-year Mass Mutual advisor, with extensive special needs experience
" I have enjoyed the tool and used it for clients as they enter my special needs planning process"
-Advisor with Solo RIA
"It is very cool what you’ve done with Special Needs Map. Thank you for saving me the time from the Excel sheets. While we are ultimately just ballparking, my opinion is that this is the best we can do. It would be impossible to be exact with all of the variables.”
-Northwestern Mutual Advisor
“I am liking Special Needs Map very much and have been noticing subtle changes that I know are going to be helpful in planning for each family’s different situations.”
-LPL advisor