Discover Your Retirement Income Style
There’s no single right way to create income in retirement. The strategy that works best for you should reflect more than your finances; it should also reflect how you prefer to make financial decisions.
The Retirement Income Style Awareness® (RISA®) questionnaire is designed to help identify your personal preferences for creating and managing retirement income. Your results can provide valuable insight into the types of retirement strategies that may feel most comfortable and appropriate for you.
What Is the RISA®?
RISA® stands for Retirement Income Style Awareness®.
It’s a questionnaire that explores how you think about retirement income, financial security, flexibility, and decision-making. Rather than telling you what you should do, the RISA® helps uncover the approaches that may best align with your individual preferences.
There are no right or wrong answers. The goal is simply to better understand what matters most to you as you prepare for retirement.
Why Your Retirement Income Style Matters
You’re more likely to feel confident in a retirement strategy when you understand the thinking behind it and when that strategy reflects your priorities.
Your RISA® results can help create a more productive conversation about questions such as:
- How important is predictable retirement income to you?
- How much flexibility do you want with your savings?
- How comfortable are you making financial decisions on your own?
- What concerns matter most when you think about your retirement years?
With a clearer understanding of your preferences, you and your financial professional can explore retirement income strategies that fit the way you want to live and plan.
How It Works
Complete the Questionnaire
Answer a series of questions about your retirement preferences and how you approach financial decisions.
Discover Your Income Style
Your responses are used to develop a personalized RISA® Profile, giving you greater insight into your retirement income preferences.
Put Your Results Into Perspective
Review your results and use them as a starting point for a more personalized retirement planning conversation.
Plan with Confidence, Retire with Peace of Mind
Discovering your Retirement Income Style can be an important first step in creating a strategy you understand, believe in, and feel confident living with.
Have questions about your results? The Ozarks Retirement Group team is here to help you understand what they may mean for your retirement plan.
Contact us to schedule a consultation.
