How would you describe the RISA®?

Wow, RISA® is very impressive. I think the questions are thoughtful, and what was even more impressive was how it was more than just a survey of your desires or predilections but tested self-awareness and other important behavior finance attributes. I think the scientific, agnostic and iterative process is frankly somewhat revolutionary and certainly sets your team apart from the normal crowd. I find the approach thoughtful, deliberate, curious and quite refreshing.

Adam J

It's an evaluation of how you'd be most comfortable and most successful in funding your retirement.

Sarah W

I think it is the best I have seen at getting to the essence of the way to best architect a person's financial retirement plan.

Clay S

The most insightful and actionable tool I've found to help guide the retirement planning process.

Eric T

A psychological evaluation of your thoughts and concerns about the financial aspects of retirement. A completely different approach to personal finance than anything I have seen before.

Randy T

A good way to assess what makes you tick in regard to retirement planning and helps you identify your true areas of concern.

Jan J

The RISA process makes you focus and think about how you perceive risk, how you see the future, how you will be planning for unknown events and how to come into a cohesive form of planning to fit a person's personality.

Carol S

Looks great and certainly I've never seen any other financial company, offer or use such detail, it is unique. The RISA is not your 5 question Risk profile, It's a comprehensive psychological instrument that will give you lots of thought provoking insight, concrete recommendations, and a clear path forward to developing a comprehensive financial plan. You've got a winner product.

Mark S

RISA provides one of the most complete and comprehensive assessments of your current/perceived financial personal knowledge/behaviors in a non-threatening way.

Carlos F

The RISA is a comprehensive questionnaire that serves to capture the essential financial skills and attitudes which can make or break a retirement income plan. It proposes income solutions customized for you based upon the results. Therefore, the RISA serves as the foundation for optimally deploying your financial resources to minimize regret and optimize your sense of financial security during retirement.

Denise C

A very intelligent framework to think through one’s retirement issues.

Peter T

A very carefully-developed instrument from a team of top experts in retirement planning, and who take a FIDUCIARY attitude even in this educational and not advisory role.

Keith C

Financial and retirement planning and advice suited to your personality.

Vicki L

Deconstruct the decision making components of a financial approach. Attain insight into the components and relate to a relevant strategy.

Donald B

Detailed and comprehensive way to approach retirement. A good place to start a retirement plan.

Clint H

It's a way to find out what your real priorities are as they relate to retirement and then how you might set up a plan that actually reflects those priorities.

Christina Z

I would say it's an excellent tool to clarify how you see your retirement environment and identify your operating style (including strengths and weaknesses). Once this is known, the RISA does a great job of developing optimum strategies (a strategic plan) tailored to your specific retirement income needs and preferences.

Greg B

RISA is a tool that helps you and your advisor identify your preferences around investing and insurance, how willing you are to lock into any approach and the tool suggests some products that fit with your preferred approach ... I already recommended the RISA and financial plan to my brother-in-law, my brother and to my best friend.

Stephen R

A way of clarifying aspects of financial planning that align with your personality traits such as interest, ability, confidence, experience, risk tolerance, and the like.

David T

The RISA is a great look into which retirement spending style will best fit your personality. The descriptions of my style sounded as though I had written them myself.

Kevin L

I would describe the RISA as a Personal Financial Self-Discovery Tool. It's a program that will let individuals explore their own thinking and reasoning for the financial and investment decisions they've already made, and will help them understand they're own tendencies, capabilities, possibilities, and limitations in planning their best financial future in retirement.

Tom S

A tool to better understand your own comfort zone and provide critical analysis of your underlying decision-making process to help avoid behavioral biases and faults allowing you to make better decisions for retirement planning and critically analyze options proposed to you by others.

Paul R

Good tool to pinpoint your hidden biases and underlying desires that you might not be able to put a finger on if asked to do so on your own.

Atul A

Taking the RISA is a great way to organize your financial planning mindset. After completing the process, you have great roadmap for moving forward.

Gary J

An understandable, user-friendly summary of my requirements without overload of technical detail. Easy to relate to and implement.

Peter H

It’s a tool for you to discover what type of strategies might make sense for retirement income planning. The ability to do it yourself depends on how your preferences align with your capabilities.

John A

A good tool to determine your driving forces for retirement income, which is extremely helpful in figuring out investment and income strategies.

David B

It is a great self-assessment of your investment styles and awareness; without the initial need to dive deeply into your finances. Great validator of existing strategy as well as enlighten of new potential strategies.

Jeff J

The RISA is a way to get an honest assessment of how you relate to financial situations and how this is probably different that what you have been told or observed.

Steven C

The current RISA is a simple survey tool that will give you insights into your investment and distribution style in retirement. It will bridge the gulf between strategy and suggested tactics while being consistent with your goals and personality.

Bruce K

I would describe it as a tool to achieving a better understanding of a person's individual comfort levels with different approaches to planning for retirement investment and distribution funding. Based on that, RISA then makes recommendations on how to take actions consistent with the person's resulting preferences, priorities, and concerns.

Tom M

A scientifically-based analytical tool to help identify retirement income preferences.

John N

I would describe it as an x-ray into your investing philosophy.

Larry H

This exercise permits a more nuanced perspective on one's own proclivities going into a planning process, which permits the development of a more tailored plan ... This is an excellent starting point for such a dialog between us and later with an advisor.

Ned W

Helpful and concise way to understand spending style in retirement; Very helpful way of distilling my preferences and concerns.

Jon B

This is a science/research based, approach to retirement planning that far exceeds the existing assessment tools publicly available today.; I think this will be useful for both our client and for personal retirement planning.

Kent B

The RISA is a method to visually understand your retirement financial style and which ways you lean in your investing style and risk management.

Ken O

RISA is a tool that will allow you to see what a psychologically-based tool reveals about your feelings and values, with regards to retirement income wants, needs and desires.

Kevin L

A validated tool to determine my underlying attitudes and values relative to retirement decisions and associated strategies and tactics.

Mark S

RISA is a framework/structure to narrow down your most prominent proclivities toward retirement investment and retirement spending. From there, it can help you choose how is best for you to proceed with a financial strategy that is most effective and most comfortable with how you're wired.

Patti B

Questions to help a financial planner better be able to design a plan that meets your needs and philosophy

Chrissy K

RISA is a questionnaire with follow-up guidance that helps you better understand your investment style and the retirement investment strategies that best fit that style.

Thomas M

Comprehensive and wide-ranging in that it includes both financial and attitudinal considerations.

Jack R

It described my priorities and retirement strategy spot-on.

Brian P

It is a good tool to assess what your underlying comfort level is with your current retirement planning strategy -and if that needs to be reassessed.

Maxine D

This is great for investors/DIY like me. It should also be pitched to advisors as a way to retain clients by fitting solutions to their natural style. Also, Advisors can budget their time better if they know the client better. i.e. do not waste time with the wrong topic for the client.

Brett L

RISA is set up as a resource of financial knowledge and enlightens how your own situation and perceptions of investing affect how you manage your assets.

Jay M

RISA will help you understand the emotional and structural aspects of your investing style. This self-awareness will help overcome unseen bias and understand when and where you need to get expert advice to feel more confident about your retirement spending plan.

Nancy T

I’d say it’s great for most who don’t have a clue about investing, which is a large percent of the population.

Steve T

Great job of identifying my style among all the moving pieces of my investment process… RISA is a very in-depth process to determine what investment strategies for you mesh with your investment style.

Ellen B

This product has the potential to assist many folks who have at least tried to save for the future to clarify their best direction and personal tendencies to be aware of.

Edward B

An effective process to provide you with insight into how you perceive your retirement planning style.

Steve S

Financial assistance for someone who wants someone else to make decisions for them based on their values and retirement preferences.

Bonnie J

Non-biased information regarding retirement planning.

Frankie G

Excellent opportunity to truly consider one's retirement mindset.

Robert G

It is a financial planning program that helps the client and financial planner (if involved) set a course toward the direction which is most comfortable to the client.

Dean G

The survey will help you get a frame as to your preferred investing style and the degree of external support that fits you to aid in your investment planning journey.

Gene M

It a good objective evaluation of your style and possible weaknesses.

David D

Know thy self before investing thy money or risk financial failure. RISA will provide self-examination and confirmation of your biases.

Robert G

A good basis for understanding your own biases and approach to retirement planning.

Darren

It a good objective evaluation of your style and possible weaknesses.

Glen N

Know thy self before investing thy money or risk financial failure. RISA will provide self-examination and confirmation of your biases.

Daniel C

A good basis for understanding your own biases and approach to retirement planning.

Jack T

I would describe the RISA as a good tool and an important first step to clarify and personalize these concepts. When used in conjunction with a financial planning session to prepare a financial plan and an investment policy statement, the RISA helps both the client and planner accomplish this process in an organized and systematic fashion ... Great job fellows!!

Patrick S

It's a good way to understand how your view of investing and retirement defines your "style". And also see how some of the approaches to retirement investing and income may be better aligned to your individual style. It may be eye-opening to understand how the connection between your feelings about investing and retirement income help align to a particular subset of investing and income strategies that are out there.

Daniel W

The RISA is a tool that will help you understand your strengths, weaknesses, and tendencies that could impact the effectiveness of your retirement planning.

Tim G

Best tool that captures the retirement options that fit your own needs.

How would you describe the RISA®?

Adam J

Sarah W

Clay S

Eric T

Randy T

Jan J

Carol S

Mark S

Carlos F

Denise C

Peter T

Keith C

Vicki L

Donald B

Clint H

Christina Z

Greg B

Stephen R

David T

Kevin L

Tom S

Paul R

Atul A

Gary J

Peter H

John A

David B

Jeff J

Steven C

Bruce K

Tom M

John N

Larry H

Ned W

Jon B

Kent B

Ken O

Kevin L

Mark S

Patti B

Chrissy K

Thomas M

Jack R

Brian P

Maxine D

Brett L

Jay M

Nancy T

Steve T

Ellen B

Edward B

Steve S

Bonnie J

Frankie G

Robert G

Dean G

Gene M

David D

Robert G

Darren

Glen N

Daniel C

Jack T

Patrick S

Daniel W

Tim G

Daniel T