• 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, Wisconsin Retirement Income Strategies Financial Services

    Retirement Income Strategies has multiple products to help you feel confident about your financial future. Your financial future is in skilled hands with the help of the experts from Retirement Income Strategies of Madison.

    Preparing for Retirement

    When provided with a full outline of your most up to date financial condition, the financial experts at Retirement Income Strategies can draw up the best strategy for you to be comfortable in retirement and beyond. Our financial strategies and resourses management help uses insurance items, like annuities, to bring you closer to meet retirement goals. We include advice from tax experts or legal professionals in the Madison area advise you on specific details of your financial plan. At Retirement Income Strategies, our professionals provide you the following services:

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

    In addition, we can refer you to experts who offer the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Charitable Giving
    • Planning your Estate
    • Tax Planning
    • IRA Legacy Planning

    Let Professionals Help Grow Your Retirement Strategy

    Your family doesn’t have to be well-off to start planning for retirement. Recently, retirement strategies suggest going after fluid products over fixed-income products.

    According to a current study, for spouses aged 65, there is now a 50 percent likelihood that at least one partner will live to around 94 years old. This means that you should prepare for your retirement savings to stay strong for up to 30 years. With such long life expectancies, comes the possibility of outliving your savings, making it very wise to create a strategy to receive income in retirement.

    Of the Americans surveyed, sixty-one percent responded that dying worried them less than outlasting their savings. A notable tragedy before and just after you retire could negatively impact the amount of income you collect during the rest of your life. When a tragedy strikes earlier in life, it is also possible that you may have a longer time to recover instead of later in retirement. You have less income to support you throughout your golden years, and your savings might not have as much time to recover. Our retirement income strategies employ insurance and annuity products to give your funding room for long-term growth and give you income during your retirement.

    Manage Your Wealth in Madison

    One of our most effective methods to keep you secure when you retire is gradually accumulating income while you’re already retired. Your money accumulate a greater probability for compound interest if you begin your plan soon, enabling you to grow your wealth in the long-term. If your assets have not completely you’ve experienced losses recently, you may think a more aggressive allocation to compensate for problems from recent years to accumulating wealth.

    Asset Protection & Annuities in Madison

    The stock market is always in flux, however, traditional strategiesfor retirement make up just a chunk of the assets invested. You can save your more traditional investments and saved income tools such as annuities. Annuities are lasting tools made to produce chunks of cashflow during retirement. They have minimum guarantees backed by the reliability and claims-paying ability or the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market hiccup. 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.