Your Income Style (RISA®)
Start with a RISA® assessment
About fifteen minutes. You’ll see your income style, and we’ll walk through what it means for your plan.
See your retirement income style in about fifteen minutes, on RISA’s secure platform. No cost, no obligation, and you’ll see your results right away.
Prefer to talk first? Schedule a conversation instead.
Before you start
What you’ll get
- Your retirement income style, in plain English.
- What that style tends to favor, and what it asks you to give up.
- A short list of questions to think about before we meet.
What RISA will ask for
RISA’s secure platform will ask for your name and email to create your profile and show you your results. We don’t ask for account numbers or Social Security numbers, and you should never enter them anywhere online for this assessment.
What happens next
Because you’re using our invitation link, we’ll see your results too. A member of our team will reach out to schedule a conversation, or you can schedule one yourself whenever you’re ready.
This assessment is educational. It is not investment advice and does not recommend any product or strategy.
RISA® and Retirement Income Style Awareness® are registered trademarks of RISA, LLC. Scott Sullivan, RICP®, CLU® and Bay Point Financial is a licensed user of the RISA® assessment framework and methodology developed by Dr. Alex Murguía and Dr. Wade Pfau. RISA® scores and profile reports are intended for financial planning education and strategic style identification; they do not constitute a specific recommendation or guarantee of financial performance.