WEALTHCONDUCTOR

Get instant insights into your client's plan with charts and tables that identify key trends in income, spending, account balances, and more... Everything from account liquidation order, annuity purchases, and Social Security claiming strategies, to Roth conversions, healthcare spending, and time segmentation can be modeled... 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.

Also known as: Wealth Horizon, Inc., WealthConductor, LLC

Primary location: Hartford United States