• 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.

  • Preparing for Retirement in Madison Wisconsin

    There’s a decent chance that you have not thought enough about your retirement. You may be clueless with your retirement, or behind. A lot of individuals, like you, want to get the most out of their investments for their retirement. For most people, annuities are a good way to invest large sums of money for retirement. Want to set up an annuity? You have to decide on a few things. How the annuity will be paid, the payout schedule, and what will happen to it if you die will all be decided when starting this investment. When you talk with your financial advisor, you can find out if an annuity is the best choice for you. We recognize how to get the most out of your investment.

    Buy Your Annuity From a Good Source

    There are some companies that may entice you with a product known as direct sold annuities. As opposed to an agent sold annuity, you do not have an agent who manages your funds, although this does keep down expenses. When your investment is managed by an expert, you know that your hard-earned money will be put to the best use. Whether to purchase a direct sold or agent sold annuity is a decision to discuss with your independent financial planner.

    Contact Retirement Income Strategies in Madison Wisconsin

    An independent financial planner can advise you on retirement. This is the time to begin saving. Visit our website for more info. Your retirement is just around the corner – ensure you’re prepared by starting an annuity.

    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.