Your decision. Really!
Your Retirement Income Style should guide how you create your retirement paycheck.
Not getting this right will lead to throwing away over 30 years of hard work that contributed to building up your portfolio for retirement.
Hitting the reset button once retired is accompanied with significantly reduced expectations (and it’s expensive too).
Choose the Right Strategy from the Start
Introducing good news, the RISA®!
RISA®, which stands for Retirement Income Style Awareness, is a 15-minute assessment designed to help you more clearly understand which retirement income strategies align most closely with your preferences.
Think of it as a counseling session between you and your retirement income plan with clear next steps so you know where to begin and how to implement your plan.
WHY RISA®
How do I begin my plan?
Investing for retirement is different. Some folks read this statement with blissful ignorance and other’s read everything there is to know about retirement planning. Both tend to quickly become overwhelmed and still don’t know where to begin.
The RISA® helps you transition to retirement with an easy-to- use framework and an emphasis on the income sourcing strategies that are most comfortable, so you have that ever elusive starting point.
You’re in Control
Have you ever wondered if what you read or hear about a retirement income plan is more a reflection of someone’s own personal biases or convenient business decision? It most likely is. Everyone has a style.
There are many credible approaches and the best one is the one that is most aligned with your style, rather than someone else’s.
With the RISA®, you don’t have to wonder. Approach retirement with the confidence of being in control.
Define Your Style
Your preferences dictate your life, from what to have for lunch to what music you listen to and the career you pursue.
But it can be a challenge to define the role your preferences play in your retirement strategy.
The RISA® helps surface the qualities you’re looking for, making them easy to communicate to your advisor.
How It Works
A series of questions
Examines the decision-making factors
Retirement clarity in 3 steps:
1. Sign Up
2. Answer the Questions
3. Send and Review
The Insight You Can Gain
Retirement Income Style & RISA® Profile
Financial Implementation Matrix
Retirement Income Concerns
Secondary Retirement Income Factors
The Retirement You’ve Always Dreamed Of is Just a Click Away
Uncover your retirement income preferences and the strategies that align with them, helping you pursue retirement income and a brighter future with confidence and clarity.
Frequently Asked Questions
After creating an account, you’ll be asked a series of questions that will help determine your retirement income preferences.
There are no right answers to these questions, and they don’t involve any information about any accounts. Just statements that you feel you agree with or not.
After completing the questionnaire, you’ll be presented with your RISA report, which will explain how you scored and give you insights into how you’ll be best served in your retirement.
The questions will take you roughly 15 – 30 minutes to complete, depending on how much deliberation you’d like to give each question.
At the bottom of each page there is a “Save” button that will allow you to return and continue your RISA at another time.
Absolutely! There is a downloadable PDF version which can be shared however you like, or even printed if you’d like to discuss your results with a financial professional.
No, the RISA is a personal assessment that should be used to uncover one’s own retirement preferences. It can be very helpful for a partner to also take a RISA, so strategies can be created that account for both profiles.
Yes. RISA uses the latest in encryption technology to ensure your data is kept safe. In addition, the RISA does not collect any personal information outside of your name and email.
The Retirement You’ve Always Dreamed Of is Just a Click Away
Uncover your retirement income preferences and the strategies that align with them, helping you pursue retirement income and a brighter future with confidence and clarity.