Terms of Use

Last updated: July 8, 2026

Educational tools

Retirement Income Lab provides educational tools and decision frameworks. The website and Starter Kit do not provide individualized investment, tax, insurance, legal, immigration, or accounting advice.

No professional relationship from website use

Using this website, completing a quiz, purchasing a self-guided tool, or sending a message does not by itself create an investment advisory, tax, insurance, legal, or other professional engagement.

Paid products

The Retirement Income Starter Kit is a self-guided educational product. It is intended to help organize facts, questions, and next steps. Personalized recommendations require a separate review and appropriate professional engagement.

Refunds

Digital products are generally non-refundable once access or delivery instructions have been provided. If you experience a technical access issue, contact isui@brookstoneadvisor.com.

User responsibility

You are responsible for verifying information with qualified professionals, including tax professionals, attorneys, investment advisors, insurance professionals, Social Security Administration resources, custodians, and other relevant parties.

Contact

Questions can be sent to isui@brookstoneadvisor.com.