July 30, 2022
IncomeConductor Launches Charles Schwab Data Integration IncomeConductor makes creating and tracking your clients' retirement plans simple...
Grounded in best practices. Not best guesses.
IncomeConductor® is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement . We don’t guess or project probabilities – we provide a written plan that gives retirees the peace of mind they deserve.
IncomeConductor
We’ve carefully honed the software functionality and usability to simplify the creation, connection and course-correction of every strategic plan.
Technology Integrations
IncomeConductor makes it easy to link all plan assets for daily tracking, wherever they’re held.
Who We Work With
We’re always working to build deeper relationships with high quality firms and organizations that multiply your value to your clients.
Striking the right chord with advisors and their clients.
Closing Facebook Leads With a Detailed Plan
Jason Hamilton, CFP®
Challenge:
Many clients’ current advisors are not providing the kind of written plans that they’re looking for. One advisor runs a 100% virtual practice to serve them.
Assets:
$1,200,000
Outcome:
“As an engineer, he wanted to see a clear path to retirement, backed up by a detailed plan. When I created his IncomeConductor plan, he said that this is the level of detail he was looking for. He was comfortable knowing that if something were to happen to him, his wife would be ok.”
Who We Serve
Announcements
June 15, 2022
IncomeConductor Named Finalist in 2022 WealthManagement.com Wealthies Awards The “Wealthies,” WealthManagement.com’s annual awards programs honoring the individuals, organizations and companies...
June 14, 2022
CEO Sheryl O’Connor Featured on CoverRight Podcast CEO and CoFounder of IncomeConductor Sheryl O'Connor sits down with...
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