You are hereAbout RISE
About RISE
RISE was founded in 2006, with a mission to
Provide a new lens for issuers, advisors and consumers to change the way they look at the challenges of retirement
We believe …
- there is an unfulfilled opportunity to efficiently educate consumers and provide reliable retirement financial advice to the broad mass-market of Americans
- there is a gap between the simple but ineffective online retirement calculators and the sophisticated, complex tools that produce lengthy financial plans
- current tools - whether overly simplistic or overly complex - often paralyze consumers into indecision and inaction
- a process-based approach to retirement income planning - not a product-based approach - is the most effective way to maximize sales
- retirement is a "far country ..." and we can bring it into clear view