Home - IncomeConductor

Clarifying Retirement's Complexities

IncomeConductor brings retirement income planning into focus for your clients.

Retirement income planning is complex.

Investors are used to the challenges around accumulating, saving, and focusing on asset growth during their working years. However, when it comes time to begin planning for their retirement years, they face a whole new set of complexities.

Social Security Analysis

Tax Analysis

Cashflow Projections

RMD Projections

Roth Conversions

Longevity Planning

Medical Spending

Annuity Purchases

Legacy Planning

We put everything you need in one place.

No more switching between multiple planning tools to build your client’s retirement income plans.
See all of the retirement red flags, opportunities, insights, and solutions in one simple interface.

Generating advisor value is our focus.

Whatever stage of your career you may be in, adding a specialty in retirement income planning can be transformative.

Temp Davis, CFS

Integrated Financial Partners

"IncomeConductor has made a big difference in the growth of my practice in the last two years. It provides a process that differentiates me from the wire houses and investment-only folks. The cases keep rolling in. Clients get it, it works, and it provides peace of mind both statistically and emotionally."

Jerri Hewett Miller, CFP®️, RICP®️

Greenstone Financial Services

"IncomeConductor is a vital part of our practice and, with the changing demographics, it will become even more important. People understand time segmentation or the 'bucket strategy', especially when they see the visuals. We look like geniuses.”

Darryl Rosen, RICP®️

Rose Advisory Group

"Other financial planning software gives the client a financial analysis without any clear sense of direction. IncomeConductor is like a GPS for me and my clients providing a clear plan that can be implemented and easily tracked and managed throughout retirement."

J. Brian Glaze

Envision Wealth Partners

"IncomeConductor has changed our prospecting focus. We see a positive effect in client investment behavior because they clearly understand the WHY behind a particular investment/strategy and what goal it is trying to accomplish."

Myron Mitchell, CFS, CRPC®️

Beacon Wealth Management

"When I present IncomeConductor, I can see that the client pretty quickly understands the concept, logic and science behind the strategy. It is as though the lightbulb goes off in the client’s head and they 'get it'. IncomeConductor differentiates me from other advisors because of the level of sophistication of this strategy."