The IncomeConductor team is proud to announce that we have...Read More
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
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.
Caleb Allen, CPA, CFP®, AAMS®
Allen Financial Management
"IC Pro has helped fill in the missing and often unintegrated pieces of retirement income planning. We’ve been able to test and see updates in real-time in areas like liquidation priority, annuity strategies, Roth conversions, Social Security claiming strategies, effects of healthcare costs, and more which has facilitated better, more meaningful meetings with clients."
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.”
Brett Hulse, CFS
Laurus Financial Group
"The IncomeConductor retirement strategy has been the cornerstone of our practice for nearly 20 years and the primary driver of our success. IC Pro has elevated the retirement income conversation with our clients into distribution tax efficiency and legacy planning. It is the ONLY tool required to build a confident and reliable outcome for our clients as they transition into the retirement years."
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."
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."
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."
Integration is automation.
Plug into where ever your client accounts are held to speed up planning and automate tracking.
Try Pro free for 14 days.
Start a trial today and let us help you build your first case.