• 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 Retirement Income Strategies Financial Services

    With the help of our complete spectrum of asset and insurance packages, Retirement Income Strategies can guid you to the best methods for securing your future finances. No matter what your current financial situation, we can assist your with designing the best strategy for your future in Madison.

    Services for Madison Residents

    A financial professional should have a detailed outline of your current assets and financial ambitions to create the smartest monetary plan. Our monetary plans and asset management help uses insurance items, like annuities, to get you closer to meet financial goals. We can work in concert with tax professionals or lawyers in the Madison network help you on specific aspects of your retirement plan. You can receive the following services from Retirement Income Strategies:

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

    In addition, our team can recommend you to professionals who offer the following services:

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

    We Help Plan for the Future

    Money isn’t necessary to begin thinking about retirement. As retirement nears, the traditional plan has been to move flexible products to more conservative, static products.

    According to a recent study, for a married couple age 65, there is now a 50 percent likelihood that at least one spouse will survive to around 94. This means that you should plan your savings to stay strong for up to 30 years. To make sure your long life is fiscally safe is just one more reason to create a solid income strategy for retirement.

    Of the US citizen questioned, 61 percent said dying scared them less than outlasting their savings. A notable loss in the years prior to or just after you retire could poorly effect the level of income you can access during the length of your life. Tragedies like the death of a spouse young in life give you time to improve more quickly than further on when you retire. You have a smaller pool of revenue to last you during your golden years, and your funds might not recover fast enough. We create making a reliable retirement game plan that incorporates insurance and annuity services to create opportunities for long-term growth as well as reliable revenue into your retirement.

    Madison area Asset Management

    One of our most effective plans to keep you secure through your retirement is slowly accumulating income during retirement. Your money will have more probability for compound interest if you begin saving long before retirement, allowing you to expand your wealth over time. If your assets have not completely you’ve experienced losses in recent years, you may consider a more aggressive plan to return to build wealth.

    Diversifying Your Assets in Madison

    Wall Street constantly changes, however, static retirement strategies make up only a part of the resources invested. You can save your more rigid investments and saved revenue contacts in items like annuities. Annuities are lasting products designed to generate chunks of cashflow while you’re retired. They have minimum guarantees supported by the strength and claims-paying ability or the given insurance company. Chances are, you don’t want to fall victim to the next market correction. The market does not offer security, so your retirement plans should embrace some guaranteed revenue products like annuities. Twenty-first century savings defenses need more than clever asset allocation.

    Our Madison experts can expand the assets for your retirement among multiple methods to match your life best and reach your goals for retirement. Whether you’re about to retire soon or in years, our team of professionals can show you the ropes to make sure you have the means to thrive through 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.