Get In Touch

Two reasons to reach out. Only one that leads to the Review.

If you've answered "no" to any of the three questions on the home page — the Review is the right next step. Everything else, use the message form.

Path 1 — Recommended

Schedule the Income Standard Review

You've identified a structural gap in your retirement income plan. You're ready to measure it — and act on what you find. This is the conversation that matters.

Schedule now — No cost

Path 2 — Message Form

Send a Question or Note

Podcast feedback, episode topic suggestions, speaking inquiries, or a question that doesn't fit the Review format. Use the form below. Replies within 2 business days.

Go to form

The Review

Find your income gap. Then close it.

The Income Standard Review is a 45–60 minute, six-component analysis of your retirement income architecture. It measures one thing: whether your guaranteed income floor covers your non-negotiable expenses for life — or whether there's a structural gap. Either way, you leave knowing exactly what you have.

No financial statements required upfront. No products pushed. If the review identifies a structural gap, we'll discuss what closes it. If it doesn't, you'll have measurement instead of probability. That's worth 60 minutes.

The Income Standard

Free Income Architecture Review

  • Income layering analysis — guaranteed vs. portfolio-dependent
  • RMD stress test at age 73 with full tax impact
  • Longevity modeling to age 95
  • Tax sequencing map for your account structure
  • Fee leakage scan across all instruments
  • Guaranteed income floor evaluation
Schedule My Review — Find My Gap

No cost. No pitch. For people ready to act — not research.
45–60 min by phone or video.

Come prepared with

  • Monthly expenses — essential vs. discretionary
  • Account balances by type (IRA, Roth, taxable)
  • Social Security estimate (MySocialSecurity.gov)
  • Any existing pension or annuity income

Send a Message

Not ready for the Review yet?

Episode feedback, topic suggestions, speaking inquiries, or a question that doesn't need a full diagnostic. Use this form. You'll hear back within 2 business days.

Replies within 2 business days. If your question is about your specific retirement income situation, the Review is a better format — it's built for that conversation.

"Got it. You'll hear back within 2 business days. If your question turns out to be about your own income architecture — the Review is the right next step."