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!
- Sign Up: A quick registration to start your journey.
- Answer Thought-Provoking Questions: Reflect on what matters to you in retirement.
- 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
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.
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523 South Buffalo Street, Warsaw, Indiana 46580
1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN
Fee-based financial planning and investment advisory services are offered by DuPont Advisory Group a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Advisory Group and DuPont & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
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