• 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 many ways to solidify the future of your finances. Regardless of your existing financial situation, the Retirement Income Strategies team can help you create the best approach for your retirement in Madison.

    Preparing for Retirement

    To create a financial plan for your later years, it’s essential for your financial professional to know the details of your financial assets, such as how you combine retirement assets and. Our fiscal strategies and resourses management services use insurance items, such as annuities, to get you closer to meet retirement goals. We join forces with tax experts or lawyers in our network help you on specific aspects of your retirement goals. At Retirement Income Strategies, our professionals perform you the following services:

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

    Additionally, Retirement Income Strategies can recommend you to experts who provide the following services:

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

    Let Professionals Help Grow Your Retirement Strategy

    Retirement Income Strategies is not only for the rich. Recently, strategies for retirement suggest seeking flexible products rather than static products.

    Recent studies show that for a married couple age 65, there is now a 50 percent chance that at least one partner will live to around 94 years old. This means that you might need to plan for your retirement savings to stay strong 25 to 30 years. With such long life expectancies, comes the risk of outliving the funds you’ve saved, making it more smart to create a strategy to receive income in retirement.

    Sixty-one percent of US citzens surveyed are more scared of outliving their funds than they were of dying. Significant blows soon before or after you finally retire could severly hurt the amount of assets accessible. Tragedies like the death of a partner early in life allow you to improve faster than further on in retirement. You have less income to last you throughout your retirement years, and your funds might not have as much time to recover. Our strategies for retirement income employ insurance and annuity services to give your savings room for long-term growth and provide income throughout your retirement.

    Manage Your Wealth in Madison

    One of our best strategies to maintain confidence through your retirement is steadily accumulating income during retirement. Your money grow a greater chance for compound interest if you begin your plan early, to enable you to grow your wealth over time. If your assets have not completely you’ve experienced losses recently, you should believe a more aggressive plan to compensate for lost ground to build wealth.

    Asset Protection & Annuities in Madison

    The stock market is always in flux, however, static strategiesfor retirement hold only a portion of the resources invested. You can allocate more static investments and saved income tools such as annuities. Annuities are durable tools made to generate chunks of cashflow while you’re retired. They provide a minimum amount supported by the strength and claims-paying ability or the issuing insurance company. After all, the last thing you want to do is slip during the next market bubble. 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.