I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?
Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.
We were able to categorize next steps after the RISA™ into five groups.
We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?”
In the spirit of transparency, we are continuing to refine a scale to determine your retirement income style. I thought it would be a good idea to share with all of you some of the feedback we have received from the RISA™’s release in early 2020.