• 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 near Madison

    Stop fretting about the future of your finances with the guidance from our suite of asset protection and insurance plans from Retirement Income Strategies. No matter what your existing financial situation, our team can help you draft the best plan for your golden years in Madison.

    What We Offer

    Equipped with a the entire outline of your existing financial status, our financial experts at Retirement Income Strategies are able to draw up an effective plan for you to make it to retirement and beyond. By combining annuities and other insurance items and our asset management services, we create financial plans that meet your retirement aspirations. We join forces with tax experts or attorneys in the Madison area help you on the exact aspects of your financial strategy. You can get the following services from Retirement Income Strategies:

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

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

    • Trusts
    • Probate
    • Asset Protection
    • Non-Profit Donations
    • Planning your Estate
    • Planning your Taxes
    • IRA Legacy Planning

    We can Create Your Retirement Strategy

    Our services aren’t exclusively for the wealthy. Recently, strategies for retirement recommend going after flexible products rather than static products.

    Recent studies show that for spouses aged 65, there is now a 50 percent likelihood that at least one spouse will survive to around 94. This means that you might need to prepare your savings to stay strong 25 to 30 years. To make sure your long life is fiscally safe is just one more reason to draft a solid income strategy for retirement.

    Of the US citizen surveyed, sixty-one percent said they were less concerned about dying than they were of outliving their assets. Significant blows during the time you finally retire can significantly hurt the amount of assets available. If a tragedy strikes early before retirement, there is also the likelihood that you will have decades to recover instead of later in retirement. You have less revenue to continue during your retirement years, and your funds might not recover fast enough. Our plans for retirement revenue employ insurance and annuity services to leave your savings room to grow and provide revenue all through your retirement.

    Growing your Wealth

    One of our most effective plans to keep you secure through your retirement is gradually accumulating assets during retirement. Your money will have more chance for compound interest if you start investing long before retirement, allowing you to nurture your assets in the long-term. If your portfolio has not fully recovered from losses in recent years, you should think a more aggressive plan to compensate for lost ground to foster wealth.

    Asset Protection & Annuities in Madison

    Wall Street is always in flux, but traditional retirement strategies consist of a small portion of the assets invested. You can set aside more static investments and saved revenue tools such as annuities. Annuities are long-term products designed to produce chunks of cashflow during retirement. They have minimum guarantees supported by the strength and claims-paying ability or the given insurance group. After all, the last thing you want to do is lose more ground during the next market correction. There is nothing guaranteed in the market, so your financial plans should embrace some given cashflow tools such as annuities. Modern asset defenses needs more than strategic investment gathering.

    Our Madison experts can expand the assets for your retirement along with multiple vehicles to match your life best and attain your goals for retirement. No matter you’re about to retire in few years or a few decades, our collection of experts can guide you through the ropes to ensure you have the resources to 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.