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We believe in helping people make better financial & retirement decisions through financial planning.
Snap Projections helps financial advisors, planners and insurance advisors build trust, convert more prospects into clients, and receive more referrals through financial planning. It is a software platform that offers comprehensive cash-flow and retirement income planning capabilities while remaining easy to use, interactive, and client-friendly. Snap equips advisors with a means to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during a face-to-face client engagement.