Are You Retirement Ready?
Let’s Find Out in Just 15 Minutes.
Take a free RISE Score Assessment, then schedule a quick, no-pressure review with a retirement expert.
How It Works
Step 1: Take the Free Assessment
Click below to complete a free RISE Score Assessment. It only takes a few minutes (Right).
Step 2: Print or Save Your Results
Once you receive your score, save or print the results so we can review them together.
Step 3: Book Your Free 15-Minute Review
Schedule a quick call to walk through your score, identify gaps, and discuss next steps—no strings attached.
Step 1: Take the Free Assessment
Click below to complete a free RISE Score Assessment. It only takes a few minutes (Right).
Step 2: Print or Save Your Results
Once you receive your score, save or print the results so we can review them together.
Step 3: Book Your Free 15-Minute Review
Schedule a quick call to walk through your score, identify gaps, and discuss next steps—no strings attached.
What You Will Get
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✅ A clear understanding of your retirement readiness
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✅ Actionable next steps tailored to your goals
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✅ Expert insights on what your score means
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✅ Peace of mind—or a plan to get there
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✅ Our Exclusive Retirement Toolkit, including:
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✅ Limited-Time Incentive
Need more help, receive a 20% discount on a Strategy Session or Partnered Planning Solution if purchased within 30 days of your 15-MInute Retirement Check-In. |
Frequently Asked Questions
1. What is the purpose of this website?
This website is designed to provide information about our services, help you get in touch, and offer useful resources to support your needs.
2. How can I contact you?
You can reach us through the Contact Form on the site or click the Request a Free Consultation button above. We typically respond within 24 hours.
3. Do you offer free consultations?
Yes! We offer a 15-Minute Retirement Check-In based on the RISE Score Assessment. It’s a free review to help you understand your retirement readiness.
4. What services do you provide?
We specialize in retirement planning, financial readiness assessments, and personalized consultations to help you achieve your financial goals.
5. Is my information secure?
Absolutely. We use secure forms and data protection measures to ensure your personal information is safe.
6. How do I schedule an appointment?
You can click the Request a Free Consultation button above or the Contact Form on our website to request a time that works for you. We’ll follow up with confirmation and details.
Please Note - This free service is designed for professionals and business owners age 50+ with $1M+ in investable assets or $2M+ in net worth who are seeking clarity on their retirement readiness and legacy planning.
This website is designed to provide information about our services, help you get in touch, and offer useful resources to support your needs.
2. How can I contact you?
You can reach us through the Contact Form on the site or click the Request a Free Consultation button above. We typically respond within 24 hours.
3. Do you offer free consultations?
Yes! We offer a 15-Minute Retirement Check-In based on the RISE Score Assessment. It’s a free review to help you understand your retirement readiness.
4. What services do you provide?
We specialize in retirement planning, financial readiness assessments, and personalized consultations to help you achieve your financial goals.
5. Is my information secure?
Absolutely. We use secure forms and data protection measures to ensure your personal information is safe.
6. How do I schedule an appointment?
You can click the Request a Free Consultation button above or the Contact Form on our website to request a time that works for you. We’ll follow up with confirmation and details.
Please Note - This free service is designed for professionals and business owners age 50+ with $1M+ in investable assets or $2M+ in net worth who are seeking clarity on their retirement readiness and legacy planning.
Disclosures
General Disclosure Statement
InTrust Advisors, Inc. is a state registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where InTrust Advisors, Inc. and its representatives are properly licensed or exempt from licensure.
No Offer or Solicitation
The content of this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful.
Free Consultation Disclosure
The 15-Minute Retirement Check-In is offered at no cost and without obligation. It is intended to provide general guidance based on the RISE Score Assessment and does not constitute personalized investment advice.
Privacy and Data Use
Any personal information collected through this site will be used solely for scheduling and communication purposes. We do not sell or share your information with third parties. By providing your email address, you agree to receive periodic communications from us regarding financial tips, updates, and promotional offers. We respect your privacy and will never share your information with third parties without your consent. You can unsubscribe from our mailing list at any time by clicking the unsubscribe link in our emails.
RISE Score Disclaimer
The RISE Score™ (Retirement Income Security Evaluation Score) is provided by Milliman and is intended solely for educational and informational purposes. It is designed to help individuals evaluate how well their retirement income plan may cover essential living and healthcare expenses under a variety of simulated future scenarios.
Please note:
By using the RISE Score, you acknowledge that it is a third-party tool and agree that InTrust Advisors is not liable for any decisions made based solely on its output.
InTrust Advisors, Inc. is a state registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where InTrust Advisors, Inc. and its representatives are properly licensed or exempt from licensure.
No Offer or Solicitation
The content of this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful.
Free Consultation Disclosure
The 15-Minute Retirement Check-In is offered at no cost and without obligation. It is intended to provide general guidance based on the RISE Score Assessment and does not constitute personalized investment advice.
Privacy and Data Use
Any personal information collected through this site will be used solely for scheduling and communication purposes. We do not sell or share your information with third parties. By providing your email address, you agree to receive periodic communications from us regarding financial tips, updates, and promotional offers. We respect your privacy and will never share your information with third parties without your consent. You can unsubscribe from our mailing list at any time by clicking the unsubscribe link in our emails.
RISE Score Disclaimer
The RISE Score™ (Retirement Income Security Evaluation Score) is provided by Milliman and is intended solely for educational and informational purposes. It is designed to help individuals evaluate how well their retirement income plan may cover essential living and healthcare expenses under a variety of simulated future scenarios.
Please note:
- The RISE Score is not a financial plan, nor does it constitute investment, legal, or tax advice.
- It should be used as a starting point for retirement discussions and not as a substitute for a comprehensive financial planning process.
- InTrust Advisors does not control or guarantee the accuracy, methodology, or results of the RISE Score tool.
- Clients are encouraged to consult with a licensed financial advisor to interpret their score and develop a personalized retirement strategy.
By using the RISE Score, you acknowledge that it is a third-party tool and agree that InTrust Advisors is not liable for any decisions made based solely on its output.