Welcome to a New Era of Retirement Planning with

Let’s start by understanding your unique financial personality for retirement.

A Tailored Approach with RISA®

The Retirement Income Style Awareness (RISA®) Profile isn’t just another financial tool; it’s a personalized guide to your retirement planning that truly sees you. By assessing your preferences and style, RISA® offers insights that align your financial planning with your life’s goals and aspirations.

How RISA® Works – It’s Simple!


  1. Sign Up: A quick registration to start your journey.
  2. Answer Thought-Provoking Questions: Reflect on what matters to you in retirement.
  3. Explore Your Personalized Report: A detailed guide to your retirement income style, offering insights for you and your advisor.

Embrace a Future Crafted

Just for You


Imagine a retirement plan that feels as unique as you are. A plan where your financial decisions echo your personal preferences, providing comfort and confidence as you step into your next chapter. With RISA®, this personalized approach isn’t just possible, it’s within your grasp.

Questions RISA® Helps to Answer

  • Optimizing Your Retirement Timeline
  • Understanding and Managing Investment Risk
  • Strategic Asset Allocation for Retirement
  • Adapting to Evolving Income Needs
  • Mitigating Sequence of Returns Risk
  • Inflation-Proofing Your Retirement Income

Have Questions? We Have Answers

  • What happens after I sign up?

    You'll receive an email with login instructions for the Retirement Researcher Academy.  Complete the brief RISA® questionnaire—there are no right or wrong answers, and no account information is required—simply share your preferences.  Upon completion, you'll receive a personalized RISA® report outlining your results, insights, and recommended next steps.

  • Is the RISA® Free?

    Yes!  Registering grants you complimentary access to the RISA® questionnaire within the Retirement Researcher Academy.  There are no hidden fees or charges for taking the assessment or receiving your results.

  • Should My Partner Take the Assessment?

    Absolutely!  Retirement preferences often differ, even within partnerships.  We encourage both partners to complete the RISA® independently to compare results and find a shared approach.

  • Is My Information Secure?

    Yes, we employ cutting-edge encryption to safeguard your data. The RISA® requires only your name and email; we never share your information with third parties without your explicit consent.

Begin Your Journey with RISA® Today

Ready to take the first step towards a retirement that truly resonates with you? Take a RISA® now and embark on a journey to discover your retirement income style. Your future self will thank you!

*RISA® is an independent program and is not affiliated with DuPont Advisory Group. DuPont Advisory Group utilizes this service as a tool to help design retirement strategies tailored to clients' individual needs. Participation in RISA® does not imply endorsement or guarantee specific financial outcomes.