Assess - Analyze - Determine - Solve - Simplify
Your entire financial picture in one place.
About Us
Your Financial World - Simplified
Incomelogix aggregates your entire financial world and delivers a simplified view to help you better understand where you stand.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team of professionals are committed to providing the most innovative financial solutions to the marketplace. IncomeLogix is a step into the future of wealth management.
Our Team
Fiduciary
IncomeLogix enhances the fiduciary experience by providing critical data relative to our clients financial needs.
Experience
We have devoted considerable research into income distribution planning and feel IncomeLogix is a leading product in the financial marketplace today.
Focus
Having mananged hundreds of pension rollovers, our firm is uniquely qualified in the area of income distribution planning.