15-Minute No-Cost Assessment

Design Your

Retirement

Lifestyle

RISA® (Retirement Income Style Awareness) helps you cut through any confusion by revealing a personalized strategy aligned with how you naturally approach financial decisions.

Understanding your financial

decision-making style can help:

Reduce Stress

Reduce stress and uncertainty about retirement income decisions.

Avoid Pitfalls

Avoid common financial pitfalls that derail long-term success.

Get Clarity

Give you clarity and control over your financial future.

RISA® is based on behavioral finance research and tailored to your preferences.

This is not a one-size-fits-all recommendation. Understanding your financial decision-making style can help immensely.

How it Works

Step 1

Reduce stress

Just enter your email and basic info—no hidden fees or commitments.

Step 2

Take assessment

Reflect on your financial priorities, risk tolerance, and lifestyle goals.

Step 3

Get report

See a clear, customized breakdown of which retirement strategy fits you best.

RISA® helps remove the guesswork by:

  • Highlighting your natural tendencies—so you can confidently make decisions aligned with your financial personality.

  • Providing a roadmap to your ideal strategy—whether it’s stability-first planning, market-based growth, or a balanced approach.

  • Helping you avoid costly mistakes—like panic-selling in downturns or taking on too much risk.

No more second-guessing

Your Retirement,

Your Way

Stop relying on generic advice. Take the first step toward a
retirement income plan that truly fits you.

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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