"Our experience with Chris has been rewarding. His technical support to our company is outstanding. He returns calls quickly and he doesn’t laugh at our dumb IT questions. So far, so good…"
Bob Mecca, CFP, MBA, Robert A. Mecca & Associates, LLc.
As a 30 year Financial Planning veteran, I've used many of the well-known Financial Planning software programs, but none can match the ease of use, flexibility and clarity of IncomeMax. IncomeMax covers all the key planning areas without overwhelming the client with jargon and useless numbers.
Harry S. - Broker, Financial Planner, Tax Accountant Since 1981
"After looking at many choices, IncomeMax wins hands down. We looked at several other planning packages. We used IncomeMax with two clients yesterday and it worked like a charm."
Mary Beth Nolan, Wills Financial Group
"We have been impressed with the IncomeMax product, it offers an easy-to-use interface that will improve our agent productivity and increase client confidence in our recommendations."
Ellsworth Stout, FICF VP Gleaner Life.