Income+ — Managed Income From Your Stock

Income+ Is For You If…

You want income now

You hold a stock you believe in and want to earn income from it — without selling.

You don't want a lock-up

No fund structure, no 3-year commitment. It's your managed account at Schwab. Cancel anytime.

Tax deferral isn't your priority

Maybe you've already paid taxes, or the gains aren't large enough to justify the Embark structure.

Have large unrealized gains and need tax deferral? Embark →

How Income+ Works

Three steps. Your stock stays in your name.

Open a Managed Account

We set up a managed account at Charles Schwab in your name. Your stock stays yours.

We Run Proprietary Strategies

Proflex runs proprietary income strategies on your positions. You keep full upside exposure.

Collect Income

Income lands in your Schwab account. Withdraw it, reinvest it — it's yours.

Which Is Right for You?

Same team. Same strategy. Different structures for different situations.

	Embark	Income+
Target Income	10%+ annually	10%+ annually
Keep Your Stock	Yes	Yes
Tax Deferral	Yes	No
Lock-up	3 years	None
Structure	Embark fund	Managed account
Custody	Schwab	Schwab
Minimum	Reviewed case by case	Reviewed case by case
Best For	Large unrealized gains, tax-sensitive investors	Any stock position, flexibility-first investors

Same Trust. Same Team.

Income+ is managed by Proflex Finance — the same RIA behind Embark.

Charles Schwab

Your account. Your name. SIPC insured.

Registered RIA

Proflex Finance — fiduciary obligation.

Full Transparency

See every trade in your Schwab account.

Learn More About Our Protections

Trusted by 10+ Active Clients

Investors using Income+ across ALAB, CDNS, META, and more.

"Proflex has been a great fit for me. They put the stocks I already own to work and explain every step along the way. I'm very happy with my returns so far. It's been a great way to earn passive income with little to no work on my end."

Michelle B.

Lead Innovation Strategist at Chère, Inc · Co-creator of Nolaverse.io

"I had large percentage of my net worth in few stocks. Embark let me earn income from it without triggering a massive tax bill. It changed my financial plan entirely."

Dinesh K.

Embark Investor

Embark does not pay for testimonials. Testimonials are from actual investors and may not be representative of the experiences of others. No guarantee of future performance.

Start Earning Income
From Your Stock

15-minute call. No commitment. We'll walk you through how it works for your specific position.

Explore Embark

Proflex Finance LLC is a California-registered investment adviser. CRD# 334262. Registration does not imply a certain level of skill or training. All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell any security. Income+ accounts are managed on a discretionary basis. Option strategies involve risk and are not suitable for all investors. For complete information, please review our Form ADV.