• 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 around Madison

    Quit fretting about your financial future with the guidance from the series of investment and insurance plans with Retirement Income Strategies. Your financial future is in capable hands when you trust our experts at Retirement Income Strategies of Madison.

    Preparing for RetirementOur Financial Services Suite

    To design an investment plan for your later years, it’s essential for your financial advisor to know the facts about your financial goals, like how your retirement resources are integrated and mesh with one another. We reach your goals using our financial strategies and asset management services. We include advice from tax specialists or attorneys in the Madison network help you on specific aspects of your retirement plan. At Retirement Income Strategies, we provide you the following services:

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

    In addition, our team can lead you to specialists who perform the following services:

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

    We can Develop Your Retirement Plan

    Retirement Income Strategies services aren’t only for the well-off. In recent years, retirement preparation specialists suggest seeking growth-seeking products rather than traditional products.

    Recent studies reveal that for spouses aged 65, there is now a 50 percent chance that at least one spouse will survive to age 94. This means that you should prepare for your retirement savings to survive for up to 30 years. With such long life expectancies, comes the possibility of living past your savings, which means it’s more important to make a strategy to receive income in retirement.

    61 percent of Americans surveyed said they were more worried about outliving their funds over dying. A serious tragedy before or just after your retirement could poorly effect the level of funding you can access during the length of your life. Tragedies like the passing of a spouse early in life allow you to recover faster than later when you retire. You have a smaller pool of revenue to sustain you throughout your retirement years, and your funds may not recover fast enough. Our retirement revenue strategies employ insurance and annuity products to leave your funding space for long-term growth and provide revenue all through your retirement.

    Madison Wealth Management

    We can gauge the right time to invest for wealth accumulation. Your money accumulates more potential for compound interest if you start your plan long before retirement, enabling you to nurture your wealth over time. If your portfolio has not completely bounced back from losses recently, you may think a more aggressive plan to compensate for problems from the recent past to accumulating wealth.

    Resource Protection & Annuities in Madison

    Wall Street fluctuates, however, static retirement strategies consist of just a portion of the resources handled. You and your spouse can set aside more rigid investments and saved revenue contacts in items like annuities. Annuities are durable tools created to generate ongoing cashflow throughout retirement. They guarantee a minimum amount supported by the reliability and claims-paying ability or the issuing insurance group. After all, the last thing you want to do is slip during the next market bubble. The market does not guarantee security, so your retirement strategies should embrace any type of given revenue tools such as annuities. Modern investment defenses requires more than clever asset collection.

    Our Madison experts can broaden the assets for your retirement along with a variety of vehicles to match your life most effectively and meet your retirement goals. Whether you’re ready to retire in few years or a few decades, our team of specialists can guide you through the ins and outs of finance to ensure you and your loved ones have the assets to make the most of 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.