• 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 Income Strategies Retirement Planning in Madison, Wisconsin

    Forget what they say concerning your younger years, your retirement years should be the best years of your life. You’re probably ready to start seeing the world and spending down time with your loved ones. However, Getting to a comfortable retirement is a different tale. Preparing for your retirement can take a long time, sometimes decades to prepare on your own. If you’re prepared to reach your goals, or be prepared to fund them, call Retirement Income Strategies now. Our team of financial planners are ready to get you nearer to your goals.

    If your retirement is decades ahead, it’s smart to take a close look at your retirement accounts and start setting money aside now. A financial professional or retirement advisor can help you decide how much of your income to save, where to invest your money and how to plan for taxation.

    Creating a Plan For Retirement

    Experts agree: the most effective way to plan for retirement is putting aside savings starting in your twenties. This means more time for your funds to develop in the stocks and bonds market, and it means you won’t have to panic toward the end of your professional life as you get ready for a future away from Madison.

    What We Offer

    When you’re saving money regularly, you choose where to put your growing savings. The most commonly suggested choice is a fund with tax savings benefits such as a 401(k), which you set up through an employer, or an IRA, which you set up on your own. Depending on the strategy you choose, you can invest retirement money before the wages is taxed or you can receive it after retirement without accruing 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 what you decide as an beginning strategy, know that your strategy might adjust as the markets change. You can keep up on the basics of making a strategy for retirement by reading business blogs, but a financial professional has the knowledge to understand all the details and implications. If you work with a financial professional you can trust, you will save yourself a lot of trouble and will have more success.

    Talking with a Financial Expert

    It can be intimidating to think very far ahead about your finances, but the professionals from Retirement Income Strategies in Madison know retirement planning. In order to realize your goals and make them a reality, allow us to assist you. We’ll work carefully with the assets you have and start a long-lasting savings fund to fund your future.

    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.