• 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 multiple options to solidify your financial future. You and your family’s financial future is in skilled hands with the help of our experts from Retirement Income Strategies in Madison.

    Services for Madison Residents

    To develop an investment plan for your later years, it’s important for your financial expert to know the facts about your financial status, like how your retirement resources are integrated and work with each other. We meet your goals using our financial planning and asset management services. We include advice from tax experts or attorneys in our area advise you on specific details of your fiscal plan. You can get the following services from Retirement Income Strategies:

    • Retirement Income Planning
    • Collecting Wealth
    • Asset Protection
    • Annuities
    • Life Insurance
    • Strategies to Minimize Tax
    • Long-Term Care
    • IRA & 401(k) Rollovers

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

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

    Let Specialists Help Develop Your Retirement Plan

    Your family doesn’t need to be wealthy to begin plans for retirement. As you grow closer to retirement, the typical strategy has been to shift towards growth-seeking products instead of more conventional, 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. This means that you should prepare for your retirement savings to last several decades after you retire. Ensuring your long life is fiscally safe is just one of many reasons to develop a solid retirement income strategy.

    61 percent of Americans polled said they were more scared of outliving their funds over dying. Big losses during the time you retire could significantly harm the total assets available. Tragedies like the passing of a partner early in life allot enough time to recover faster than later in retirement. This happens because you pull in less income when you’re retired. Our strategies for retirement revenue employ insurance and annuity services to leave your finances room to grow and provide revenue all through your retirement.

    Growing your Assets

    We can give you the edge when investing for building a retirement fund. The longer you invest, the more likely your money will accumulate compound interest. If your assets have not fully you’ve experienced losses recently, you should consider a more aggressive strategy to compensate for problems from recent years to accumulating wealth.

    Diversifying Your Investments in Madison

    The stock market is always in flux, however, conservative plansfor retirement consist of a small part of the assets invested. You and your spouse can set aside more static investments and secured revenue contacts in items like annuities. Annuities are long-term products designed to produce ongoing cashflow while you’re retired. They provide a minimum amount supported by the durability and claims-paying ability or the issuing insurance company. Chances are, you don’t want to fall victim to the next market correction. There is nothing guaranteed in the market 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.