Find out your retirement income personality with this easy assessment
It can be very hard psychologically to transition from working and saving and building wealth to spending wealth during retirement.
Discussions about retirement income planning can become quite confusing as there are so many different viewpoints expressed in the consumer media about the best way to approach this topic.
You do not want to enter into retirement only to discover that your plan doesn’t feel right.
The RISA® Profile is the first financial personality assessment that identifies your retirement income style and implementation approach.
It takes the best that psychology and financial planning have to offer and produces a clear set of results defining what matters the most to you.
Anyone can take the RISA®
Profile Assessment for $29.95 by visiting here, however, with this limited-time offer, you can take it for FREE today.
Your free assessment will take less than 15 minutes to complete. You will receive your results immediately.
If you are interested in learning more about your results, please click here to book a 15-minute phone call with our firm’s founder, Chris Urban, CFP®, RICP®. This is also an opportunity for Chris to learn more about you and how we may be able to help further.
Take the Free RISA® Profile Assessment
Free Whitepapers
How the Retirement Income Style Awareness (RISA®) Informs Retirement Income Recommendations.
How to Select a Retirement Income Strategy that is Right for You.
Financial Implementation - Once you know your strategy, you need to know how to best implement it.
How to Identify Your Retirement Income Beliefs?
Retirement Income Beliefs - And How They Impact Investment Behavior and Retirement Outcomes.
Free Case Studies
Seeing Eye to Eye - When spouses have different retirement income preferences.
Time In The Market - A retirement income strategy based on sustainable withdrawals from an investment portfolio.
What If? - A retirement income strategy based on market participation and income guardrails.
A Bird in the Hand - A protected retirement income strategy that is untethered to stock market volatility.
Rainy Day - A retirement income strategy based on matching short-term expenses while capturing potential market growth over the longer term.