Welcome to the RISA®
What is the RISA® and how can it help my Retirement?
The Retirement Income Style Awareness® (or RISA®) framework is a psychology-backed, research-driven income personality assessment transforming retirement income planning.
What is the RISA® |
How Can It Help My Retirement? |
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The RISA is a questionnaire that takes about 15 – 20 minutes to complete. It is designed to help you uncover your preferences for retirement income. Your answers to the research-backed questions produce a RISA® report that helps you understand how you’ll be most comfortable funding your retirement. Together you and GSI Financials will be able to identify which “Retirement LifeStyle” best matches your preferences into a personalized retirement income strategy. The RISA framework identifies income preferences that translate into your Retirement LifeStyle. This framework provides a first step in the transition from saving for retirement to spending in 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 retirement planning. You do not want to enter retirement only to discover that your plan doesn’t feel right. The RISA® produces a clear set of results and goals defining what matters the most to you. This will help you and GSI Financials develop a strategy that fits your true preferences and ensures a retirement plan fit. Understanding your style from the start can save time and money. Otherwise, adopting a strategy that fails to align with your preferences can lead to a plan that is poorly implemented throughout retirement. |
