• 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

    Forget about fretting about the future of your finances with the guidance from the series of asset protection and insurance products with Retirement Income Strategies. No matter what your modern financial condition, we can help you design the best plan for your golden years in Madison.

    Services for Madison Residents

    To develop a financial path for your later years, it’s important for your financial professional to see a complete 360-degree view of your financial picture, such as how your retirement assets blend and work with one another. Our financial plans and resourses management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax experts or attorneys in our area advise you on the exact aspects of your financial strategy. You can receive the following services from Retirement Income Strategies:

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

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

    • Trusts
    • Probate
    • Asset Protection
    • Giving to Non-Profits
    • Estate Planning
    • Planning your Taxes
    • IRA Legacy Planning

    Let Professionals Help Grow Your Retirement Plan

    Your family doesn’t need to be wealthy to start planning for retirement. Lately, strategies for retirement suggest going after growth-seeking products rather than traditional products.

    According to a recent study, for spouses age 65, there is now a 50 percent chance that at least one spouse will live to age 94. This means that you may need to prepare your savings to last for up to 30 years. One drawback to living to such an old age is the increased probability of outliving your reserves – which leaves all the more reason to establish a retirement income strategy designed to endure a longer lifetime.

    61 percent of US citzens surveyed are more worried about outliving their funds over dying. Significant blows around the time you finally retire can seriously decrease the amount of assets accessible. Tragedies like the passing of a spouse young in life allot enough time to recover faster than later when you retire. You have a smaller pool of revenue to continue through your retirement years, and your funds may not have as much time to recover. We can help you design designing a guaranteed retirement revenue plan that incorporates insurance and annuity vehicles to generate the chances for long-term growth as well as reliable revenue into your retired years.

    Growing your Wealth

    We are able to time to your advantage when investing for wealth accumulation. The earlier you begin investing, the more probability your assets will generate compound interest. If your assets have not completely recovered from losses recently, you should believe a more aggressive allocation to get back on track to build wealth.

    Resource Protection & Annuities in Madison

    The stock market fluctuates, however, conservative strategiesfor retirement make up only a part of the resources handled. You can set aside more traditional investments and secured revenue contacts such as annuities. Annuities are long-term products made to generate ongoing income while you’re retired. They have minimum guarantees 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 bubble. enjoy your 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.