Discover Your Retirement Income Style
There’s no single right way to create income in retirement. Your strategy should reflect more than your finances—it should also reflect how you prefer to make financial decisions.
The Retirement Income Style Awareness® questionnaire helps you explore those preferences, creating a starting point for a more personal retirement conversation.
Opens the external RISA® questionnaire in a new tab.
What Is the RISA®?
RISA® stands for Retirement Income Style Awareness®.
It’s a questionnaire that explores how you think about retirement income, financial security, flexibility, and decision-making. Rather than telling you what you should do, it helps uncover approaches that may align with your individual preferences.
Your responses can help you and your financial professional better understand what matters most as you prepare for retirement.
Why Your Retirement Income Style Matters
A retirement strategy can feel more meaningful when you understand the thinking behind it—and how it reflects your priorities.
Your RISA® results can help create a more productive conversation about questions such as:
- How important is predictable retirement income to you?
- How much flexibility do you want with your savings?
- How comfortable are you making financial decisions on your own?
- What concerns matter most when you think about your retirement years?
With a clearer understanding of your preferences, you and your financial professional can explore strategies that fit the way you want to live and plan.
How It Works
Three steps to better understand your retirement income preferences.
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Complete the Questionnaire
Answer a series of questions about your retirement preferences and how you approach financial decisions.
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Discover Your Income Style
Your responses are used to develop a personalized RISA® Profile, giving you greater insight into your retirement income preferences.
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Put Your Results Into Perspective
Review your results and use them as a starting point for a more personalized retirement planning conversation.
Already have your results? Our team can help you consider what they may mean in the context of your goals and financial circumstances.
Discuss Your Results →Plan with Confidence, Retire with Peace of Mind
Discovering your Retirement Income Style can be a useful first step toward creating a strategy you understand and feel comfortable putting into practice.
The questionnaire opens in a new tab on the RISA® platform.
417-581-9222
Ozark, MO 65721
The Ozarks Retirement Group provides independent financial and insurance services. Products and services are offered through licensed professionals.
The RISA® questionnaire is an educational tool for exploring retirement income preferences. Results do not guarantee outcomes or replace a review of your full financial circumstances. The external questionnaire provider maintains its own website, privacy policy, and terms. Retirement Income Style Awareness® and RISA® are registered trademarks of their respective owner.