What Is the Best Way to Transition Into Retirement?
The ideal way to transition into retirement begins with the RISA® framework.
Feeling Lost in Retirement Planning?
Ever wondered which type of retirement income would fit you best? You’re not alone! The process of translating lifelong savings into retirement income that feels right is a challenge for many.
Close the Gap Between Savings and Strategy
A comfortable retirement requires unlocking your emotional concerns about retirement and turning them into actionable steps that bridge the gap between your savings and your retirement plan.
Introducing Your Personal Retirement Guide: The RISA®
Meet the Retirement Income Style Awareness (RISA®) Profile—your 15-minute path to clarity. This unique tool is like a friendly chat with your future self, helping guide you to a retirement income plan you’ll feel most comfortable with.
For Everyone Nearing or in Retirement
Whether you’re in the home stretch of retirement or already there, RISA® is your beacon in the sea of retirement planning. It’s about making complex decisions feel simple and aligned with your vision.
How RISA® Works - It's Simple!
- Sign Up: A quick registration to start your journey.
- Answer Thought-Provoking Questions: Reflect on what matters to you in retirement.
- Explore Your Personalized Report: This is a detailed guide to your retirement income style, offering insights for you and your advisor.
Ready to Redefine Your Retirement?
Embrace a retirement plan that sings to your tune. Start your RISA® today and step confidently into a future that’s as unique as you are!