• Discover the many opportunities available to help secure your financial future through the use of a comprehensive suite of investment and insurance products.

    At Retirement Income Strategies, we can help you determine a strategy appropriate for your financial situation.

  • Securing Your Future in Madison Wisconsin

    Putting together your retirement is difficult these days. Lots of families have not yet pulled their retirement together. A lot of people, like you, are trying to maximize their investments for their retirement. Many retirement plans won’t allow you to invest large sums of money at once. Annuities don’t have that restriction, letting you invest heavily in your retirement. Before you start an annuity, you have some choices first. How the annuity will be paid, the payout schedule, and what will happen to it after your death will all be decided when starting this retirement investment. If you are thinking about an annuity, you should talk to an independent financial advisor. They will lead you through the many options available for annuities.

    Direct and Agent Sold Investments Have a Place

    Just one of the many types of annuities available now is a direct sold annuity. As opposed to an agent sold annuity, you do not have an agent who manages your money, although this does lower expenses. Whether your money is actively managed, you want to make sure that you get the most value you can out of them. By meeting with an independent financial advisor, you can determine if a direct sold or agent sold annuity will better suit your needs.

    Contact Retirement Income Strategies in Madison Wisconsin

    Retirement is serious. Speak with an independent financial advisor to find out the steps you need to take toward retirement. Now is the time to start saving. Go to our site for more info. An annuity will secure you for retirement – start one before it’s too late.

    Kristian Finfrock


    Our founder and top financial professional, Kristian Finfrock, wants you to maintain a retirement savings that is not majorly impacted by today's volatile market. Contact us at 888.275.3935 to learn more.

    » Learn How

    Ed Slott’s IRA Corner

    Ed Slott runs the Elite IRA Advisor Group dedicated to spread the word about smart retirement strategies.

    Members of Ed Slott’s Elite IRA Advisor GroupTM are dedicated to being leaders in the IRA industry and protecting their clients’ families’ futures.

    » Learn More

    Upcoming Events


    Our retirement planning professionals offer a number of events to provide education and assistance with senior life insurance, financial planning, and more. Click below to view our upcoming calendar.

    » Calendar of Events

    At Retirement Income Strategies, helping you meet your financial needs is our FIRST priority

    Contact us at info@ri-strategies.com or call us at 888.275.3935 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.