• 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 for De Forest

    Through the use of a comprehensive suite of investment and insurance packages, Retirement Income Strategies can guide you to the best way to secure your future finances. At Retirement Income Strategies, our professionals can draft a plan best for your financial position.

    Preparing for RetirementOur Financial Services Suite

    To create a retirement strategy for your future, it’s crucial for your financial professional to know the facts about your financial assets, like how your retirement savings are integrated and mesh with each other. Our monetary strategies and resource management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax experts or legal professionals in our area advise you on specific details of your retirement plan. You can receive the following services from Retirement Income Strategies:

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

    In addition, our specialists can connect you to experts who offer the following services:

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

    We Help Plan for the Future

    Money isn’t required to start thinking about retirement. As retirement draws near, the traditional strategy has been to move growth-seeking products to more conventional, fixed-income methods.

    Current studies show that for spouses age 65, there is now a 50 percent chance that at least one spouse will survive to age 94 years old. This means that you may need to prepare your savings to survive several decades after you retire. One drawback to surviving to such an old age is the better chance of living longer than your savings – which is all the more motivation to establish a retirement income strategy designed to last a longer lifetime.

    Sixty-one percent of Americans surveyed said they were more scared of outliving their savings over dying. A serious tragedy before or just after you retire could poorly effect the amount of money you receive over the course of your life. When a tragedy strikes earlier before retirement, it is more possible that you will have decades to get better rather than later in retirement. You have a smaller pool of revenue to last during your retirement years, and your savings may not have as much time to recover. We assist with creating a secure retirement game plan that includes insurance and annuity services to create the chances for enduring growth in addition to guaranteed revenue into your retirement.

    Securing your Assets

    One of our best plans to keep you secure through your retirement is slowly expand your income while you’re already retired. Your money accumulates a greater probability for compound interest if you begin your plan soon, allowing you to nurture your wealth in the long-term. If your portfolio has not completely bounced back from losses recently, you should think a more aggressive allocation to make up for problems from recent years to build wealth.

    Plans for Ongoing Assets in De Forest

    The stock market fluctuates, however, conservative plans for retirement make up just a portion of the assets handled. You and your spouse can allocate more static investments and secured revenue contacts such as annuities. Annuities are durable tools created to generate ongoing cashflow while you’re retired. They provide a minimum amount supported by the strength and claims-paying ability or the issuing insurance group. After all, the last thing you need is to lose more ground during the next market correction. The market does not offer security, so your retirement strategies should embrace some guaranteed revenue items such as annuities. Modern investment defenses requires more than strategic asset gathering.

    Our De Forest experts can diversify the assets for your retirement among multiple tools to fit your life most effectively and attain your goals for retirement. Whether you’re prepared to retire now or in the future, our staff of experts can guide you through the rocky landscape to make sure you and your spouse have the assets to make the most of 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.