• 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

    With the help of our complete suite of saving and insurance plans, Retirement Income Strategies will help you discover the most effective methods for securing your future finances. No matter what your current financial condition, we can assist you with designing the best plan for your retirement in Madison.

    Preparing for RetirementOur Financial Services Suite

    A financial professional needs the entire outline of your standing assets and financial aspirations to reach the smartest financial approach. We reach your aspirations using our financial expertise and resources management talent. We include advice from tax professionals or legal professionals in the Madison network counsel you on specific details of your fiscal plan. At Retirement Income Strategies, we provide you the following services:

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

    Additionally, our specialists can connect you to professionals who provide the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Giving to Charity
    • Planning your Estate
    • Planning your Taxes
    • Planning your IRA Legacy

    We Help Plan for the Future

    Money isn’t required to begin planning for retirement. Recently, retirement preparation specialists recommend using growth-seeking products rather than fixed-income products.

    Current studies reveal that for spouses aged 65, there is now a 50 percent likelihood that at least one partner will survive to age 94. This means that you might need to plan for your retirement savings to stay strong for at least 30 years. With such long life expectancies, comes a chance of living past your savings, which means it’s more important to create a strategy to receive income in retirement.

    Of the Americans surveyed, 61 percent said passing away worried them less than outlasting their assets. A notable loss before or just after your retirement could negatively effect the level of money you receive during the course of your life. Tragedies like the passing of a partner early in life allot enough time to improve faster than further on when you retire. You have less revenue to last throughout your retirement years, and your funds might not recover fast enough. Our retirement revenue strategies employ insurance and annuity items to give your assets space for long-term growth and provide revenue throughout your retirement.

    Wealth Management in Madison

    One of our best methods to keep you secure through your retirement is slowly accumulating assets during retirement. The longer you start investing, the more probability your assets will generate compound interest. If your assets have not completely bounced back from losses in recent years, you may believe an aggressive strategy to return to recover wealth.

    Plans for Ongoing Assets in Madison

    Wall Street is always in flux, however, conservative retirement strategies hold a small chunk of the assets handled. You can set aside more rigid investments and saved revenue contacts in items like annuities. Annuities are lasting vehicles made to produce supplemental cashflow throughout retirement. They guarantee a minimum amount backed by the durability and claims-paying ability or the given insurance office. After all, you don’t want to fall victim to the next market hiccup. The market does not provide security, so your fiscal strategies should embrace some regular income products like annuities. Modern investment defenses requires more than strategic investment allocation.

    Our Madison experts can broaden your retirement assets among a variety of tools to fit your scenario most effectively and meet your retirement goals. Whether you’re prepared to retire now or in the future, our collection of professionals will guide you through the ins and outs of finance to make sure you and your loved ones have the assets to live comfortably 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

    Retirement planning is simple when you partner with the wealth management professionals at Retirement Income Strategies.

    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.