• 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 for Madison, Wisconsin

    Retirement Income Strategies has numerous ways to instill confidence in the future of your finances. Whatever your existing financial situation, the Retirement Income Strategies team can help you draft the best plan for your future in Madison.

    Services for Madison Residents

    Equipped with a the entire outline of your existing financial status, our financial experts at Retirement Income Strategies are able to draw up an efficient plan for you to be comfortable in retirement and beyond. By combining annuities and other insurance items and our asset management services, we create financial plans that bring you to your retirement goals. We can work in concert with tax specialists or lawyers in your area help you on the precise details of your retirement plan. You can get the following services from Retirement Income Strategies:

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

    Additionally, our team can recommend you to specialists who provide the following services:

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

    We can Create Your Retirement Strategy

    Wealth isn’t necessary to start planning for retirement. As you grow closer to retirement, the typical plan has been to move flexible products to more conservative, static products.

    Current studies reveal that for a married couple age 65, there is now a 50 percent chance that at least one spouse will live to age 94. This means that you should prepare for your retirement savings to stay strong 25 to 30 years. Ensuring your long life is fiscally secure is just one of many reasons to develop a safe income strategy for retirement.

    Of the US citizen surveyed, sixty-one percent responded that dying worried them less than outlasting their assets. Significant blows around the time you retire can severly decrease the amount of funds accessible. Tragedies like the death of a spouse early in life give you to recover faster than further on in retirement. You have a smaller pool of revenue to last into your golden years, and your funds might not have as much time to recover. We make designing a reliable retirement game plan that includes insurance and annuity vehicles to create the chances for long-term growth in addition to guaranteed revenue throughout your retired years.

    Manage Your Wealth in Madison

    One of our best methods to maintain security when you retire is gradually grow your wealth during retirement. Your money accumulate more potential for compound interest if you begin investing soon, enabling you to grow your assets in the long-term. If your assets have not fully bounced back from losses recently, you may think an aggressive plan to make up for losses in recent years to accumulating wealth.

    Securing Income in Retirement in Madison

    Wall Street constantly changes, however, static retirement strategies hold just a part of the assets handled. You and your spouse can set aside more static investments and secured revenue tools in items like annuities. Annuities are lasting products designed to produce ongoing cashflow during retirement. They have minimum guarantees backed by the strength and claims-paying ability or the given insurance group. Chances are, the last thing you need is lose more ground during the next market hiccup. 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.