• 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

    After you spend years working to make ends meet, it’s time to spend your life doing what makes you happy during your retirement years. If you’re near retirement, you know what you need –- an income of about 75 percent of what you earned while working, as well as money for medical expenses and savings to get you closer to your aspirations like a boat or RV, vacations, hobbies or building a dream house. If you haven’t already, take a careful look at your retirement portfolio and work with a qualified, trusted financial professional to help you make the most of your golden years.

    We suggest gathering your savings and reserving funds now, even if you aren’t going to retire for a long time. A financial professional or retirement advisor can help you decide how much money to set aside, where to invest your funds and how to plan for taxes.

    Beginning to Plan For Retirement

    Experts agree: the best way to start planning for your golden years is setting aside savings starting in your 20s. This means more time for your investments to grow in the stock market, and it means you won’t have to panic toward the end of your career as you get ready for years away from De Forest.

    What We Offer

    When you’re saving money regularly, you decide where to put your developing savings. The most often suggested option is a fund with tax savings benefits such as a 401(k) or an IRA (investment retirement account), which you set up on your own. You can invest retirement funds before the money is taxed or you can receive it during retirement without being charged taxes.With the money in your accounts, you can also choose between investing in bonds, stocks, or a combination of investments known as a mutual fund.

    Regardless of what you decide as an beginning strategy, know that your strategy might adjust as the stock markets change. You can keep up on the essentials of developing a strategy for retirement by reading business journalism, but a financial specialist has the knowledge to appreciate all the details. If you work with a financial expert you can trust, you will save yourself a lot of trouble and will have a much higher chance of success.

    Meeting with a Financial Specialist

    Developing a strategy for retirement can be tricky, and it gets even more difficult when you have to look many years in advance. The professionals at Retirement Income Strategies are dedicated to helping you make the investments that are suitable for your life and your financial outlook.

    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.