• 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.

  • Begin Planning for Retirement in Madison, Wisconsin

    Forget what they say regarding your younger years, your retirement years are be the best years of your life. You’re probably looking forward to traveling and enjoying time with your favorite people. However, Reaching a comfortable retirement is another tale. Saving for retirement takes many years, occasionally decades to plan independently. Place your future in the hands of the professionals and trust Retirement Income Strategies to guide you to your retirement. Our staff of financial experts are prepared to help you reach your goals.

    We recommend gathering your portfolio and setting aside funds today, even if you won’t retire for decades. A financial professional or retirement advisor can help you decide how much of your income to save, where to invest your money and how best to plan for taxation.

    Beginning to Plan For Retirement

    Experts ranging from the U.S. Dept. of Labor to top-tier financial reporters agree: the most effective way to start planning for your golden years is putting aside savings in your twenties. This means more time for your money to thrive in the stock market, and you won’t have to panic toward the end of your career as you plan for years away from full-time work.

    What We Offer

    After you put aside a portion of your income for several months, you decide where to put your growing savings. The most widely recommended option is to choose 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 independently. You can set aside retirement funds before the income is taxed or you can receive it during retirement without accruing taxes.With the money in your accounts, you can also choose between investing in bonds, stocks, or a group of investments known as a mutual fund.

    Regardless of what you decide as an initial strategy, understand that your plan could adjust as the stock markets change. You can keep up on the essentials of developing a strategy for retirement by reading business journalism, but a financial advisor has the expertise to understand all the details. If you find a financial advisor you can trust, you will save yourself stress and hassle and will have more success.

    Come Talk with Us

    It can be intimidating to think too far ahead about your future, but the specialists at Retirement Income Strategies in Madison understand retirement planning. In order to chase your goals and make your retirement happen, allow us to assist you. We’ll use the resources you currently have and start a durable nest egg to fund your future.

    Kristian Finfrock

    kristian

    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

    f-3

    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.