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.
Three steps
- 1
Take the assessment
About fifteen minutes, answering questions about how you feel about safety, growth, control and commitment.
- 2
See your results
You’ll get your income style in plain English: what it tends to favor, and what it asks you to give up.
- 3
Talk it through with us
We go over whether it sounds like you, then use it as the starting point for your plan.
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 we’ll ask for
Your name, email and phone. We don’t ask for account numbers or Social Security numbers, and you should never send them through this form.
What happens next
A member of our team will reach out to schedule a conversation about your results. If you’d rather not talk, say so and we’ll respect that.
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.