Get started for $20/month for 3 months*.
*After 3 months, standard pricing automatically applies
Our vision is a world where people can move into and through retirement with the confidence to live a great life. Through technology and research we've built a world-class platform that equips advisors to help make that vision a reality.
Our focus is not just on creating great plans and providing ongoing plan monitoring, but on providing advisors with ways to communicate with clients to help them live their best retirement.
We are rooted in research and driven by innovation. Our goal is to make retirement planning and management easy to do, easy to explain, and easy to understand. Clients appreciate the clarity and understanding that comes with Income Lab plans.
Learn more about our Methodology