• 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.

  • Madison Financial Services

    Retirement Income Strategies has numerous ways to solidify your financial future. At Retirement Income Strategies, our professionals can draft a strategy fitting for your financial position.

    What We Can Do for You

    To create an investment path for your later years, it’s essential for your financial professional to know the details of your financial assets, like how you combine retirement assets and. Our financial plans and resource management help uses insurance items, such as annuities, to get you closer to meet financial goals. We include advice from tax experts or lawyers in the Madison area help you on the precise aspects of your financial strategy. At Retirement Income Strategies, our professionals offer you the following services:

    • Retirement Income Planning
    • Wealth Accumulation
    • Resource Protection
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • Long-Term Care
    • IRA and 401(k) Rollovers

    Additionally, Retirement Income Strategies can lead you to experts who perform the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Giving to Non-Profits
    • Planning your Estate
    • Tax Planning
    • Planning your IRA Legacy

    Let Specialists Help Grow Your Retirement Strategy

    Your family doesn’t need to be a 1-percenter to start preparing for retirement. Recently, strategies for retirement recommend using growth-seeking products over traditional products.

    Current studies reveal that for spouses age 65, there is now a 50 percent likelihood that at least one spouse will live to age 94 years old. This means that you might need to plan your savings to stay strong 25 to 30 years. One con to a longer life is the increased probability of living longer than your investment – which is all the more reason to establish a strategy for income in retirement designed to survive as long as you.

    Of the Americans polled, sixty-one percent responded that they were less concerned about passing away than they were of outlasting their savings. Life changes during the time you finally retire may seriously hurt the amount of income available. When a tragedy occurs early in life, it is also possible that you will have more time to recover instead of later in retirement. This occurs because you receive less income during retirement. We assist with creating a reliable retirement game plan that uses insurance and annuity services to create the chances for enduring development as well as regular income throughout your retirement.

    Madison area Wealth Management

    One of our most effective plans to maintain confidence through your retirement is gradually expand your wealth during retirement. Your money will have more chance for compound interest if you start your plan long before retirement, allowing you to expand your wealth over time. If your portfolio has not completely you’ve been dealt losses in recent years, you should believe a more aggressive plan to return to build wealth.

    Resource Protection & Annuities in Madison

    The stock market constantly changes, however, static strategies for retirement make up just a chunk of the assets handled. You can set aside more static investments and saved income contacts in items like annuities. Annuities are durable tools created to generate ongoing income while you’re retired. They have minimum guarantees backed by the strength and claims-paying ability or the given insurance company. After all, the last thing you want to do is slip during the next market bubble. There is nothing for granted in the market, so your financial plans should embrace any type of regular income items such as annuities. Modern savings protection needs more than clever asset allocation.

    The experts at Retirement Income Strategies can diversify your retirement assets among multiple ways to fit your situation most effectively and meet your retirement goals. No matter you’re prepared to retire soon or in years, our team of experts can show you the tricky landscape to guarantee you have the assets to enjoy your retirement.

    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.