We can help you realize your
Retirement Income Style
Uncover your retirement income preferences and the strategies that align with them, helping you pursue retirement income and a brighter future with confidence and clarity. The retirement you’ve always dreamed of is just a click away
What is the RISA®?
Your Retirement Income Style should guide how you create your retirement paycheck.
Not getting this right will lead to throwing away over 30 years of hard work that contributed to building up your portfolio for retirement.
Hitting the reset button once retired is accompanied with significantly reduced expectations (and it’s expensive too).
Choose the Right Strategy from the Start
Don’t brace for impact as you transition into retirement. While retirement planning doesn’t come with instructions, it would be great if you had a way to help you figure out the best strategy for how you like to approach financial decisions.
Introducing good news, the RISA®!
RISA®, which stands for Retirement Income Style Awareness, is a 15-minute assessment designed to help you more clearly understand which retirement income strategies align most closely with your preferences.
Think of it as a counseling session between you and your retirement income plan with clear next steps so you know where to begin and how to implement your plan.
A series of questions
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.
Working to your style in 3 easy steps
Ready to take the RISA®? You’ll complete the assessment through Retirement Researcher, the educational platform led by Wade and Alex. It’s where we house the full RISA® experience, along with tools and resources to help you take the next step once you receive your results.
Sign up
A simple process to set up a secure account.
Answer the questions
There are no right or wrong answers, just your own preference.
Send and review
Review your report to inform your retirement decisions, or share it with your advisor to help create a plan.
Are you an advisor?
Discover how RISA® can elevate your client conversations and practice.
For Financial Advisors Seeking a Competitive Edge
The RISA® (Retirement Income Style Awareness) isn’t only for individual planning—it’s also a powerful tool for advisors.
RISA® for Advisors helps you…
RISA® for Advisors helps you…
- Understand each client’s unique income preferences with precision
- Tailor your conversations and retirement strategies to match their style
- Differentiate your practice using a research-backed framework developed by Wade Pfau, Ph.D., and Alex Murguia, Ph.D.
See what other advisors have experienced firsthand—and how RISA® can transform your client engagements.
Want to learn more?
You’ve heard Wade and Alex talk about the importance of aligning your retirement strategy with your personal style. The RISA® is your chance to discover what that style is—and start planning in a way that actually fits you.
You’ll take the assessment through our sister platform, Retirement Researcher, where you can also explore tools and resources to help you move forward with clarity and confidence.
See how taking the RISA® can help.
See how taking the RISA® can help.
