Discover Your Style With
Have you ever wondered which type of retirement income would be your best fit? Many retirees and pre-retirees struggle to translate their lifelong savings into a retirement plan that feels comfortable. That’s why Brett Reid Group employs the RISA®, to help determine the best possible fit for your situation based on your retirement style.
What is a RISA®?
RISA® is your 15-minute path to retirement clarity. The Retirement Income Style Awareness (RISA®) Profile is a unique tool designed to feel like a chat with your future self. Your responses to this brief questionnaire will aid Brett Reid Group in developing a plan you can feel confident in.
Why Fill Out The RISA®?
The RISA® isn’t just for retirees. Even if you’re a decade away from retirement, RISA® is your compass as you navigate the sea of retirement planning. The goal of RISA® is to make complex decisions feel simple and ensure they are aligned with the vision you have for your financial future, no matter where you are in life.
How Does RISA® Work?
It’s simple! Three quick steps, and you’re ready to go.
- A quick registration to begin your journey
- Reflect on what matters to you most in retirement through thought-provoking questions
- Review your customized report with insights for your advisor and a detailed guide to your retirement income style.
