• 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 Professionals in Fitchburg, WI

    If you have spent decades working professionally, it’s time to spend your life doing what makes you happy during your retirement. If you’re close to your retirement years, you know what that means –- an income of about 75 percent of what you earned while working, plus funds for medical expenses and a nest egg to help you reach your aspirations like a boat or RV, vacations, craft projects or a dream home. If you haven’t already, take a careful look at your retirement accounts and work with a trusted financial professional to help you make the most of your golden years.

    We recommend collecting your savings and setting aside money 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 of your income to set aside, where to invest your nest egg and how best to plan for income taxes.

    Creating a Plan For Retirement

    Specialists agree: the most effective way to start planning for retirement is putting aside savings starting in your 20s. This means more time for your funds to grow in the stocks and bonds market, and you won’t have to decrease your standard of living toward the end of your career as you plan for a future away from Fitchburg.

    Financial Products

    When you’re saving income regularly, you decide where to put your developing funds. The most widely recommended option is a fund with tax benefits such as a 401(k) or an IRA (investment retirement account), which you set up independently. Depending on the strategy you choose, you can set aside retirement money before the wages is taxed or you can receive it during your retirement years without accruing 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.

    Your plan may change over time as the markets change. You can keep up on the essentials of making a plan for retirement by reading business journalism, but a financial specialist has the knowledge to take in all the details. If you rely on a financial professional you can trust, you can save yourself a lot of trouble and will have more success.

    Come Talk with Us

    It can be intimidating to set up a fund for retirement, but the experts from Retirement Income Strategies in Fitchburg understand retirement planning. In order to realize your goals and make them happen, let us help. We’ll work carefully with what you already have and start a durable nest egg to secure your future.

    Kristian Finfrock

    kristian

    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.