Our Process

Step 1: Get started with our free, no obligation QuickStart report. A QuickStart report is personalized for you. With just a few pieces of information, we can show you how much additional income working with us may be able to provide you in retirement.

Step 2: Subscribe to our monthly service. You’ll be able to securely input your household and financial details. Then you’ll select your strategy.

Step 3: Start monitoring and managing your retirement income strategy. It’s that easy.



  • Create your secure profile
  • Compare Options
  • Choose your strategy



  • Use our recommended settings or set your own
  • Explore “What-ifs”
  • Easily generate cash when you need it



  • Feel confident your plan is on track
  • Receive alerts when you need to adjust
  • Get guidance if you need it

What do I get with Income Strategy?

Income Strategy is specialized software designed to create a personalized, tax-efficient withdrawal strategy so your money lasts as long as possible. It manages all of the details that can mean more money for you. It also lets you know how you’re doing with your plan and alerts you when you need to adjust.

With your subscription to Income Strategy, you’ll get:

  • Access to our award-winning withdrawal strategy software
  • A withdrawal strategy that creates income from your retirement savings
  • Personalized reports
  • Peace of mind that your retirement is on track

Detailed views of:

  • The “coverage” of your needs and wants
  • Income funding sources and spending
  • How much more each component adds to your portfolio longevity
  • Side-by-side comparisons of strategy performance over time

A Social Security module that:

  • Analyzes thousands of claiming strategies
  • Recommends the best strategy for your scenario.
  • Coordinates your Social Security strategy with the rest of your portfolio withdrawal to extend your savings.
  • Allows you to compare claiming options side-by-side and incorporate them into your withdrawal strategy.

Side-by-Side Comparisons of:

  • Strategy longevity
  • Taxes
  • RMDs
  • More

Seem too good to be true?

Let our Income Challenge show you it's not.

In just one minute and with only a few pieces of high-level information, we can tell you whether we can get more for you.

You'll receive a personalized free report detailing how much more our expertise can mean for you - no strings attached. Then you can decide if you want to learn more.

Get Started Now

Tired of paying your advisor and still not having peace of mind?

Learn why you need to seek a second opinion from a specialist to get more income in retirement.

Download our article now!

Bob & Betty: Conventional Wisdom Seldom Wins

Bob and Betty are looking forward to retirement and have big plans. They want to get as much out of their retirement - and their savings - as possible. Their financial advisor suggested "conventional wisdom" was the way to go, but Income Strategy ™ proved otherwise.

Read about Bob & Betty