• 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.

  • Are You Ready to Retire in Madison, Wisconsin

    After you spend most of your adult life working to make ends meet, it’s time to spend your life doing what makes you happy during your retirement years. If you’re close to retirement, you know what you need –- an income of about 75 percent of what you earned while employed full-time, plus money for health care and a nest egg to get you closer to your dreams like more education, world travel, art projects or a dream home. Take a close look at your retirement outlook and work with a trusted financial professional to make the most out of your senior years.

    We recommend collecting your portfolio and reserving money now, even if you aren’t going to start retirement 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 to plan for taxes.

    Beginning to Plan For Retirement

    Experts agree: the best way to start planning for retirement is setting aside savings in your twenties. This means more time for your funds to thrive in the stocks and bonds market, and you won’t have to panic toward the end of your professional life as you get ready for years away from a steady job.

    Retirement Income Strategies Financial Products

    When you’re saving income regularly, you choose where to put your growing savings. The most widely recommended choice is a fund with tax benefits such as a 401(k) or an IRA, which you set up on your own. Depending on the strategy you choose, you can set aside retirement money before the income is taxed or you can receive it after retirement without accruing taxes.You can also choose between investing in stocks, bonds, or a group of investments known as a mutual fund.

    Your plan might change over time as the stock markets change. You can learn the essentials of making a strategy for retirement by reading business blogs, but a financial advisor has the experience to appreciate all the details. If you work with a financial advisor you can depend on, you will save yourself a lot of trouble and will have a much higher chance of success.

    Come Speak with Us

    Developing a strategy for retirement can be complex, and it gets even more difficult when you are looking many years in advance. The professionals at Retirement Income Strategies are focused on helping you make the investments that are suitable for your financial outlook.

    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.