Finding Your Retirement Income Strategy

Retire Happy. Sleep Easy. Spend Without Fear.

A Happy Retirement Starts with a Strategy That Lets You Sleep at Night


Most advisors give you a “risk profile” when you’re investing FOR retirement — but what about when you’re IN retirement?


That’s when everything changes!


You’re no longer trying to grow the biggest pile of money — you’re trying to turn that pile of money into a reliable income stream you won’t outlive.


That’s where knowing your Retirement Income Personality comes in — because not everyone feels the same about retirement risk, guarantees, and flexibility.


Some people feel most at peace knowing their income is guaranteed.


Others are more comfortable riding market waves because they value flexibility and control.


There’s no right or wrong approach — only what’s right for you.


Infographic showing four financial strategies: Time Segmentation, Total Return, Income Protection, and Risk Wrap.
Person holding a tablet displaying the RISA retirement website, a blue and white interface.

Take the RISA® and plan your retirement.


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.


The retirement you’ve always dreamed of is just a tap away


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.