• 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

    Through the use of a complete suite of asset and insurance packages, Retirement Income Strategies will show you the best methods for securing your financial future. No matter what your current financial situation, our team can help you create the best plan for your retirement in Madison.

    Services for Madison Residents

    A financial professional requires the entire picture of your standing investments and retirement ambitions to reach the best financial approach. We meet your aspirations using our financial planning and resources management talent. We join forces with tax specialists or lawyers in our network counsel you on the precise details of your fiscal goals. At Retirement Income Strategies, our professionals perform you the following services:

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

    In addition, we can refer 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 Help Plan for the Future

    Retirement Income Strategies services aren’t just for the well-off. As you grow closer to retirement, the traditional strategy has been to shift towards growth-seeking products instead of more conventional, static methods.

    According to a current study, for a married couple aged 65, there is now a 50 percent chance that at least one partner will survive to age 94 years old. This means that you should plan for your retirement savings to last for at least 30 years. Ensuring your long life is financially safe is just one of many reasons to draft a solid retirement income strategy.

    Sixty-one percent of Americans polled said they were more afraid of outliving their savings over dying. A notable loss before or just after you retire could negatively effect the amount of income you can access over the rest of your life. Tragedies like the death of a partner young in life allot enough time to recover faster than later in retirement. This happens because you receive a smaller amount of income when you’re retired. We help with designing a secure strategy for retirement revenue that incorporates insurance and annuity services to generate the chances for lasting growth in addition to guaranteed revenue throughout your retirement.

    Investment Management in Madison

    One of our most effective methods to maintain confidence when you retire is steadily grow your wealth during retirement. The earlier you begin investing, the more potential your money has to compound interest. If your portfolio has not completely bounced back from losses in recent years, you should think a more aggressive strategy to return to accumulating wealth.

    Securing Income in Retirement in Madison

    Wall Street is always in flux, however, static retirement strategies hold just a chunk of the resources handled. You and your spouse can allocate more static investments and saved revenue tools in items like annuities. Annuities are durable tools made to generate supplemental cashflow while you’re retired. They have minimum guarantees supported by the durability and claims-paying ability or the given insurance company. After all, the last thing you need is slip during the next market bubble. The market does not provide security, so your fiscal plans should embrace some given cashflow products such as annuities. Twenty-first century investment defenses requires more than strategic investment gathering.

    The specialists at Retirement Income Strategies can diversify your retirement assets among a variety of vehicles to fit your situation best and meet your retirement goals. Whether you’re prepared to retire in few years or a few decades, our collection of specialists will guide you through the ins and outs of finance to ensure you and your spouse have the means 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


    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.