• 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

    Even though you are confused by retirement and investing, you know that you need to secure your future. You’ll learn how to invest your money and save for retirement from your independent financial planner. One retirement option to think about is an annuity. They are one of the most effective ways to plan for your retirement. Annuities make it possible to have a steady source of income in retirement. An independent financial planner will know if you should get an annuity – talk to them today.

    You Might Want a Variable Rate Annuity

    An important choice in every annuity is taking a variable rate or a fixed rate. When you have a fixed rate annuity, your interest will be held at a consistent rate – you will know just how much money to expect from your investment. If you’re a person with a competitive, investing mindset, choosing a variable rate mortgage will let your annuity grow based on investments you choose. A variable rate annuity carries a few risks, but could be worth the extra value you might get from it. If you’re trying to find a more diversified retirement plan, you may have the option to use a mix of variable rate and fixed rate investments in your annuity. If you’re trying to choose between a fixed or variable rate annuity, you should talk to your independent financial advisor.

    Contact Retirement Income Strategies in Madison Wisconsin

    retirement is on everyone’s mind. If you want more information about your other financial options, talk to your independent financial planner. You’ll feel better about your retirement after just one session with an expert.

    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

    Retirement planning is simple when you partner with the wealth management professionals at Retirement Income Strategies.

    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.