• 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.

  • Fitchburg Retirement Income Strategies Financial Services

    Retirement Income Strategies has multiple options to instill confidence in your financial future. You and your family’s financial future is in skilled hands with the help of the experts from Retirement Income Strategies of Fitchburg.

    Preparing for Retirement

    A financial professional should have the entire picture of your standing assets and financial aspirations to draft the smartest financial plan. Our monetary strategies and resource management services use insurance products, such as annuities, to get you closer to meet retirement goals. We include advice from tax specialists or lawyers in your network advise you on specific details of your retirement goals. If you’re interested in the following services, call Retirement Income Strategies today:

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

    Additionally, our specialists can lead you to specialists who offer the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Donating to Charity
    • Planning your Estate
    • Tax Planning
    • Planning your IRA Legacy

    Let Us Help Develop Your Retirement Plan

    Retirement Income Strategies is not just for the wealthy. As retirement nears, the older recommendation has been to move flexible products instead of more conventional, fixed-income products.

    According to a recent study, for spouses aged 65, there is now a 50 percent likelihood that at least one partner will live to age 94. This means that you may need to prepare for your retirement savings to stay strong several decades after you retire. Ensuring your long life is fiscally secure is just one more reason to create a solid income strategy for retirement.

    Of the US citizen surveyed, sixty-one percent responded that they were less scared of passing away than they were of outlasting their assets. Life changes soon before or after you finally retire can significantly hurt the total assets available. Losses like the death of a partner young in life allow you to recover more quickly than later when you retire. You have less income to last during your golden years, and your assets may not recover fast enough. We can help you create designing a reliable retirement game plan that includes insurance and annuity vehicles to generate the chances for long-term growth as well as regular income throughout your retirement.

    Fitchburg area Asset Management

    One of our best methods to maintain confidence when you retire is steadily accumulating income while you’re already retired. The earlier you begin investing, the more potential your money will compound interest. If your portfolio has not completely recovered from losses recently, you should believe an aggressive plan to make up for problems from the recent past to recover wealth.

    Resource Protection & Annuities in Fitchburg

    Wall Street constantly changes, but conservative strategies for retirement consist of just a chunk of the assets handled. You can allocate more rigid investments and saved income tools in items like annuities. Annuities are lasting tools designed to generate ongoing income while you’re retired. They provide a minimum amount supported by the durability and claims-paying ability or the issuing insurance group. Chances are, you don’t want to fall victim to the next market correction. The market does not guarantee security, so your retirement strategies should embrace any type of given income items such as annuities. Modern investment defenses needs more than strategic investment collection.

    The specialists at Retirement Income Strategies can expand the assets for your retirement among multiple ways to fit your scenario best and reach your retirement goals. No matter you’re about to retire now or in the future, our collection of specialists can show you the ins and outs of finance to make sure you and your loved ones have the income 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.