• 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.

  • Retirement Planning Specialists in Madison, Wisconsin

    Your time in retirement should be the best in your life. With the time off to chase your passions, travel and take plenty of time with your family, what’s not to look forward to? However, Reaching a comfortable retirement is a different tale. Saving for your retirement can take a long time, occasionally decades to plan independently. Place your future in professional hands and trust Retirement Income Strategies to help you plan for your retirement. Our staff of financial planners are ready to help you reach your goals.

    We recommend collecting your portfolio and setting aside funds today, even if you aren’t going to start retirement for decades. A financial professional or retirement advisor can help you decide how much money to save, where to invest your money and how best to plan for taxes.

    Starting a Plan For Retirement

    Specialists ranging from the U.S. Dept. of Labor to top-tier financial reporters agree: the surest way to start planning for your retirement years is putting aside savings in your 20s. This means more time for your investments to grow in the stocks and bonds market, and you won’t have to decrease your standard of living toward the end of your professional life as you get ready for years away from Madison.

    How We Can Help

    After you put aside a portion of your income for several months, you decide where to put your growing accounts. The most often recommended option is to choose a fund with tax savings benefits such as a 401(k) or an IRA, which you set up independently. Depending on the strategy you choose, you can set aside retirement funds before the money is taxed or you can receive it during your retirement years without being charged taxes.With the money in your accounts, you can also choose between investing in bonds, stocks, or a combination of investments known as a mutual fund.

    Regardless of your beginning strategy, understand that your plan might adjust as the markets change. You can study the essentials of creating a plan for retirement by reading business blogs, but a financial professional has the knowledge to take in all the details. If you find a financial expert you can trust, you can save yourself stress and hassle and will have a much higher chance of success.

    Talk to Us Today

    It can be intimidating to set up a retirement fund, but the specialists at Retirement Income Strategies in Madison understand retirement planning. In order to realize your dreams and make them a reality, let us help. We’ll use the resources you have and develop a durable savings fund to fund your retirement.

    Kristian Finfrock

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    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

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    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.