• 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.

  • Preparing for Retirement in De Forest WI

    It appears that every person these days is scrambling to ensure they have a retirement plan. Many people have not yet pulled their retirement plan together. You might simply be wondering how to keep your retirement as safe as can be. Many retirement funds won’t allow you to invest large amounts of money at one time. Annuities aren’t hindered with that restriction, letting you heavily invest in your retirement. There are a few important factors in setting up any type of annuity. How your annuity will be paid out, the payout schedule, and what will happen to it if you die will all be decided when starting this investment. If you are thinking about an annuity, you should talk to a financial planner. An advisor will help you understand your annuity and let you to get the most out of it.

    Agent and Direct Sold Annuities Have Their Value

    Some finance agencies may entice you with a product called direct sold annuities. Unlike an agent sold annuity, you don’t have an agent managing your funds, though this does keep down expenses. When your annuity is managed by a professional, you can be sure that your money will be put in the best places. By meeting with your independent financial professional, you can determine if a direct sold or agent sold annuity will better suit your needs.

    Contact Retirement Income Strategies in De Forest WI

    retirement seems to be everyone’s concern. An independent financial professional will provide you with info. about your financial options, including annuities. He or she will ensure you are prepared to have a financially secure future.

    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.