• 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.

  • Retirement Planning from Retirement Income Strategies in De Forest, WI

    If you have spent more than thirty years working professionally, it’s time to spend your life doing what makes you happy during your retirement years. If you’re close to retirement, you know what you need –- an income of about 75 percent of what you earned while working, as well as funds for health care and savings to get you closer to your aspirations like more education, world travel, hobbies or a dream home. If you haven’t already, take a careful look at your retirement accounts and work with a qualified, trusted financial professional to help you make the most out of your golden years.

    If your retirement is further away, it’s a good idea to take a careful analysis of your retirement accounts and begin saving right away. A financial professional or retirement advisor can help you decide how much money to save, where to invest your funds and how best to plan for taxation.

    When Should I Start Saving?

    Specialists agree: the best way to start planning for your retirement years is putting aside savings starting in your twenties. This means more years for your money to grow in the stock market, and it means you won’t have to panic toward the end of your professional life as you plan for a future away from De Forest.

    How We Can Help

    When you’re saving money regularly, you decide where to put your developing accounts. The most widely suggested option is a fund with tax benefits such as a 401(k) or an IRA, which you set up independently. You can invest retirement funds before the income is taxed or you can receive it after retirement without accruing taxes. If you invest without these tax benefits, you will pay on the original income and pay at the capital gains rate.You can also choose between investing in stocks, bonds, or a combination of investments known as a mutual fund.

    Your plan could change over time as the markets change. You can learn the basics of creating a plan for retirement by reading business blogs, but a financial professional has the knowledge to take in all the details. If you work with a financial specialist you can trust, you will save yourself a lot of trouble and will have more success.

    Learn More Today

    It can be intimidating to think too far ahead about your finances, but the professionals at Retirement Income Strategies in De Forest understand retirement planning. In order to reach your goals and make your retirement happen, let us help. We’ll work carefully with what you currently have and develop a durable savings fund to secure 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

    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.