Individuals
Perfectly in tune with your unique needs, wishes and goals.
For millions looking to retire, retirement planning can be daunting. The lingo is confusing. The options aren’t clear. All you’re looking for is reliable income in your later years so you can relax and enjoy this time that you’ve worked too hard for.
We get that.
IncomeConductor® was designed expressly to simplify the retirement planning process and give you a customized, written plan. We’ve created a time-segmented approach that tracks and reports on how your plan is performing every single day. No surprises. No small print. Just a written, clearly defined plan that’s flexible enough to change as your needs and goals change.
Every dollar. Every day.
Not only do we monitor the performance of your hard-earned funds continuously, we give you the freedom to update your plan along the way. You get to choose the products your savings are invested into and you’ll know which of your accounts are funding your income along the way. IncomeConductor provides a clear strategy, and easy management of that strategy, throughout your retirement.
You’re kept in the loop.
You’ll appreciate our easy-to-understand reporting on your plan’s ongoing performance – and our willingness to explain anything that needs explaining. You’ll also sleep better at night knowing that every decision made by you and your advisor is fully documented.
Did you know?
67%
of retirees say income stability is more important than wealth preservation
66%
of retirees are retiring without a formal retirement income plan.
70%
of retirees rely on personal savings and investments as a source of income.