Skip to main content

The Retirement Income Style Awareness (RISA) Profile: Planning

Using RISA as a first step in the planning process

As a holistic financial planner, Andrew Lippert is focused on growing his business with efficient tools that improve client outcomes.

“Step one is creating awareness,” says Lippert. “Every client is different, so understanding their unique needs is key to building a plan they can stick with.”

Knowledge is power

The Retirement Income Style Awareness (RISA®) profile ― a complimentary member tool that transforms retirement planning conversations and outcomes ― empowers him to do just that.

The custom report generated from his clients’ answers guides Lippert in delivering tailored retirement income solutions, including fiduciary friendly annuities.

RISA to the rescue 

“I have one client retiring this calendar year who has no pension or type of guaranteed income stream beyond social security,” he says. “Naturally, she wants a bit more.”

Using the RISA profile, Lippert was able to offer potential solutions that solve for retirement in ways she’s comfortable with.

“RISA helps reveal and quantify my clients’ true feelings about solving for retirement,” says Lippert. “It creates a repeatable framework, almost like bumper lanes, that guide us down the right path every time.” 

What is RISA?

RISA is a psychology-based income personality assessment created by retirement researchers Wade Pfau and Alex Murguia. Your client’s responses reveal their unique preferences for sourcing retirement income and a custom report guides you in delivering tailored retirement income solutions.

Learn more here or contact us at (877) 625-5544.

©2023 DPL Financial Partners, LLC. All rights reserved. FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

Case Study

Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...

Case Study

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Case Study

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Case Study

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Case Study

Aug 03, 2021
Echo Huang, President & Founder of independent RIA Echo Wealth Management, partners with DPL to...

Video

Jan 26, 2020
DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor...