• 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.

  • De Forest Financial Services

    Retirement Income Strategies has many ways to solidify the future of your finances. Whatever your existing financial condition, the Retirement Income Strategies team can assist you with drafting the most fitting strategy for your golden years in De Forest.

    What We Offer

    Equipped with a complete outline of your current financial standing, the financial experts can provide an efficient strategy for you to be comfortable in retirement and years after. We meet your goals using our financial strategies and asset management services. We join forces with tax professionals or lawyers in the De Forest network advise you on the exact details of your retirement strategy. If you’re interested in the following services, call Retirement Income Strategies today:

    • Planning Retirement Income
    • Wealth Accumulation
    • Resource Protection
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • Long-Term Care
    • IRA & 401(k) Rollovers

    Additionally, we can refer you to professionals who provide the following services:

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

    We Help Plan for Retirement

    You don’t need to be wealthy to begin preparing for retirement. Lately, retirement preparation specialists suggest going after growth-seeking products rather than conservative products.

    Current studies show that for a married couple aged 65, there is now a 50 percent likelihood that at least one partner will live to age 94 years old. This means that you may need to plan your savings to stay strong for up to 30 years. One downside to a longer life is the greater possibility of outliving your savings – creating all the more reason to develop a retirement income strategy designed to survive as long as you.

    Sixty-one percent of Americans polled are more worried about outliving their savings over dying. Significant blows soon before or after you retire can severely harm the total assets available. When a tragedy occurs early before retirement, it is also likely that you have decades to recover rather than later in retirement. You have less income to last you through your golden years, and your savings may not bounce back quickly. We can help you make designing a guaranteed retirement income plan that incorporates insurance and annuity vehicles to generate opportunities for lasting development in addition to guaranteed income into your retired years.

    Manage Your Wealth in De Forest

    We are able to time to your advantage when investing for building a retirement fund. The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses recently, you should believe an aggressive allocation to return to foster wealth.

    Resource Protection & Annuities in De Forest

    Wall Street is always in flux, but static retirement strategies consist of a small chunk of the assets handled. You and your spouse can allocate more static investments and saved income contacts in items like annuities. Annuities are durable products made to produce chunks of income throughout retirement. They have minimum guarantees supported by the reliability and claims-paying ability or the issuing insurance company. Chances are, you don’t want to fall victim to the next market correction. The market does not provide security, so your retirement strategies should embrace any type of regular income products such as annuities. Twenty-first century savings defenses needs more than strategic asset allocation.

    Our De Forest experts can broaden the assets for your retirement among a variety of tools to fit your life best and attain your retirement goals. Whether you’re about to retire now or in the future, our team of professionals can guide you through the tricky landscape to make sure you have the income to thrive through 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.