Your Income Style (RISA®)
Questions about RISA®
Is this a sales pitch?
No. The assessment shows you a profile. What we do with it is a conversation you can end at any time.
Pending firm review — Confirm the first meeting is truly no cost and no obligation.
Do I need a certain amount saved?
Pending firm review — Firm to state any account minimums, or confirm there are none, before this answer is published.
Can my style change?
Yes. Health, a spouse’s death, a market shock or a change in income can all shift how you feel. We revisit it in reviews.
Can my spouse and I have different styles?
Often. It is common, and it is one of the most useful things to surface early. We look at both.
Does RISA® tell you what to buy?
No. It’s an input to a plan, not a recommendation.
What happens to my answers?
Pending firm review — Privacy language requires firm-approved disclosure. Must say plainly what is stored, who sees it, and that it is not sold.
Who created RISA®?
Dr. Wade Pfau and Alex Murguia of Retirement Researcher.
Pending firm review — Verify against the license.
Pending firm review — RISA® is a registered trademark of RISA, LLC. Used with permission — pending firm-approved disclosure and confirmation that the firm holds permission to use the marks.