RISA

It examines the decision-making factors that you consider among the various retirement income decisions and identifies your best fit. Your RISA® Profile takes the best that psychology and financial planning has to offer. The RISA® is the first financial personality assessment that identifies your retirement income style and implementation approach... 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... With the RISA®, you don't have to wonder. Approach retirement with the confidence of being in control.

Also known as: RISA LLC

Primary location: United States