Tailoring Your Retirement Plan to Your Unique Needs
There's no one-size-fits-all solution for retirement income. To find what works for you, it's crucial to understand your own tendencies and needs. Pinpointing your approach is a key move in selecting the right income strategies for retirement.
Choosing a plan that doesn't fit your style may result in poor execution and ongoing adjustments, which can be inefficient and costly.
The Problem With Retirement Income "Products"
Retirement income options can be complicated, unclear, and filled with hidden fees, often attracting salespeople who exploit customer ignorance and fears about running out of money to earn big commissions.
Even with these issues, the appetite for secure, lifelong income options remains high. This is likely due to a natural inclination to seek financial stability in retirement. The scarcity of traditional pensions has only amplified this demand.
Client-centric retirement income solutions
Instead of letting an advisor or broker guide you based on their own preferences, we take a different route. First, we understand your specific likes, dislikes, and behavior. We then blend these elements with reliable financial data and planning to craft a game plan that's just for you.
Meet the RISA Profile. This tool pinpoints your individual approach to retirement income by examining six key factors. These factors assess your financial preferences and align them with custom retirement income plans.
Retirement Income Style Awareness
The Retirement Income Style Awareness® Profile, the RISA®, is a series of questions asked to help identify your true retirement preferences. Once completed, your results can help you (or your advisor) define strategies that match your personality closer than ever before.