• 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.

  • Financial Services from Retirement Income Strategies for Madison

    Discover all the many options around to actualize your financial future through the use of a comprehensive collection of savings and insurance plans. Whatever your current financial situation, the Retirement Income Strategies team can assist you with deciding the most fitting plan for your retirement in Madison.

    Preparing for Retirement in Madison

    Armed with a full outline of your most up to date financial standing, our financial experts at Retirement Income Strategies can create the best way for you to reach retirement and years after. Our monetary strategies and resource management help uses insurance products, such as annuities, to bring you closer to meet retirement goals. We can work in concert with tax specialists or legal professionals in our network counsel you on the precise details of your fiscal plan. If you’re curious in the following services, talk with Retirement Income Strategies today:

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

    Additionally, Retirement Income Strategies can recommend you to specialists who provide the following services:

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

    Let Experts Help Develop Your Retirement Strategy

    Retirement Income Strategies services aren’t exclusively for the wealthy. Lately, retirement strategies suggest going after growth-seeking products instead of conservative products.

    Current studies show that for spouses age 65, there is now a 50 percent likelihood that at least one spouse will live to around 94 years old. This means that you may need to prepare for your retirement savings to stay strong for at least 30 years. To make sure your long life is financially safe is just one of many reasons to draft a wise income strategy for retirement.

    61 percent of US citizens surveyed said they were more scared of outliving their savings over dying. Significant blows around the time you retire could significantly decrease the total funds available. Tragedies like the death of a spouse young in life give you to improve faster than further on in retirement. You have less income to continue into your retirement years, and your savings may not recover fast enough. Our strategies for retirement income apply insurance and annuity products to give your finances room to grow and give you income all through your retirement.

    Manage Your Wealth in Madison

    We can gauge the correct time to invest for wealth accumulation. Your money will have a greater probability for compound interest if you begin investing early, to allow you to expand your wealth over time. If your portfolio has not completely bounced back from losses recently, you may think an aggressive strategy to compensate for lost ground to recover wealth.

    Diversifying Your Investments in Madison

    The stock market is always in flux, but static retirement strategies hold a small portion of the assets invested. You can allocate more traditional investments and secured income tools in items like annuities. Annuities are lasting products designed to generate chunks of cashflow while you’re retired. They have minimum guarantees backed by the durability and claims-paying ability or the given insurance office. After all, the last thing you want to do is lose more ground during the next market bubble. The market does not provide security, so your fiscal strategies should include any type of regular income items such as annuities. Twenty-first century savings protection needs more than clever asset gathering.

    Our Madison experts can expand the assets for your retirement among multiple methods to fit your situation best and attain your goals for retirement. No matter you’re prepared to retire soon or in years, our collection of specialists can show you the ins and outs of finance to ensure 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


    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.