RISA® stands for Retirement Income Style Awareness.
Think of it as a counseling session between you and your retirement income plan. At the end of the session (generally only 15 minutes of your time), you get a clear set of results defining how you would like to source your retirement income and a planning strategy that fits your preferences.

Will you have a gap between your retirment income and expenses?

We will help you determine how much money you need and want in retirement so you can live your best life

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Before we discuss numbers and investment ideas, I feel it is important to understand you, your background, family and the story about how you gathered your wealth.     

"Seek first to understand, then to be understood".  Stephen Covey

Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help you determine your personal Risk Score

Complete an asset questionnaire to help us understand where you are today so you can visualize what your financial inventory looks like.

You will receive personalized solutions to help you live the lifestyle you want in retirement