• 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 in Fitchburg

    Through the use of a complete spectrum of investment and insurance packages, Retirement Income Strategies will help you discover the most effective methods for securing your financial future. At Retirement Income Strategies, we can help you determine a plan fitting for your financial position.

    Services for Fitchburg Residents

    To design a retirement plan for your future, it’s important for your financial professional to know the facts about your financial goals, like how your retirement resources combine and mesh with one another. Our financial plans and resource management services use insurance products, like annuities, to help you meet financial goals. We include advice from tax experts or attorneys in the Fitchburg network help you on specific aspects of your retirement goals. You can get the following services from Retirement Income Strategies:

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

    In addition, our specialists can lead you to experts who perform the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Giving to Charity
    • Planning your Estate
    • Tax Planning
    • IRA Legacy Planning

    We can Grow Your Retirement Strategy

    You don’t have to be wealthy to begin preparing for retirement. As you grow closer to retirement, the typical recommendation has been to move flexible products instead of more conservative, fixed-income products.

    Recent studies show that for spouses aged 65, there is now a 50 percent likelihood that at least one partner will survive to age 94 years old. This means that you should plan your savings to survive for up to 30 years. One downside to living longer is the greater possibility of living longer than your savings – creating an additional motivation to develop a strategy for income in retirement designed to last a longer lifetime.

    Of the US citizen polled, 61 percent responded that passing away scared them less than outlasting their savings. Life events soon before or after you retire may significantly harm the total income available. If a loss occurs earlier before retirement, it is more likely that you have more time to bounce back instead of later in retirement. This happens because you pull in less income when you’re retired. We help with making a secure plan for retirement revenue that incorporates insurance and annuity services to generate the chances for lasting development as well as guaranteed revenue throughout your retirement.

    Wealth Management in Fitchburg

    One of our best methods to maintain confidence when you retire is steadily expand your wealth during retirement. The earlier you invest, the more probability your assets will generate compound interest. If your assets have not completely you’ve been dealt losses recently, you may believe an aggressive plan to get back on track to recover wealth.

    Plans for Continuous Assets in Fitchburg

    The stock market constantly changes, but static retirement strategies hold just a chunk of the resources handled. You and your spouse can save your more static investments and saved revenue contacts in items like annuities. Annuities are long-term products created to produce supplemental income throughout retirement. They have minimum guarantees supported by the strength and claims-paying ability or the issuing insurance company. Chances are, you don’t want to fall victim to the next market hiccup. The market does not provide security, so your retirement plans should include any type of regular cashflow items like annuities. Modern savings defenses requires more than clever investment allocation.

    Our Fitchburg experts can broaden the assets for your retirement along with multiple ways to match your scenario most effectively and reach your goals for retirement. No matter you’re prepared to retire soon or in years, our staff of experts will show you the ropes 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

    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.