• 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, WI Retirement Income Strategies Financial Services

    With the help of our broad set of asset and insurance products, Retirement Income Strategies can show you the best way to secure your financial future. Whatever your existing financial situation, we can help you draft the best approach for your retirement in Fitchburg.

    What We Can Do for You

    To create an investment plan for your later years, it’s important for your financial advisor to see a complete 360-degree view of your financial picture, like how you combine retirement assets and. Our monetary plans and resource management services use insurance items, such as annuities, to bring you closer to meet financial goals. We can work in concert with tax professionals or attorneys in the Fitchburg network advise you on the precise aspects of your retirement strategy. If you’re interested in the following services, contact Retirement Income Strategies now:

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

    Additionally, Retirement Income Strategies can connect you to professionals who provide the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Charitable Giving
    • Planning your Estate
    • Planning your Taxes
    • Planning your IRA Legacy

    We can Create Your Retirement Strategy

    Your family doesn’t have to be well-off to start preparing for retirement. In recent years, strategies for retirement suggest using flexible products over conservative products.

    According to a current study, for spouses age 65, there is now a 50 percent chance that at least one partner will survive to age 94. This means that you may need to prepare your savings to survive several decades after you retire. With such long lifetimes, comes a possibility of outliving your savings, making it more wise to create a strategy to receive income in retirement.

    Of the Americans surveyed, sixty-one percent responded that they weren’t as concerned about passing away than they were of outlasting their assets. Life changes during the time you finally retire could significantly hurt the total income available. Losses like the passing of a partner early in life give you to recover faster than later when you retire. This occurs because you receive less income during retirement. We can help you design making a secure retirement game plan that includes insurance and annuity products to generate opportunities for enduring growth in addition to guaranteed revenue into your retirement.

    Fitchburg Investment Management

    We can give you the edge when investing for growing your assets. Your money accumulates more probability for compound interest if you begin investing early, enabling you to nurture your wealth in the long-term. If your assets have not fully recovered from losses recently, you should consider a more aggressive plan to return to accumulating wealth.

    Varying Your Assets in Fitchburg

    Wall Street fluctuates, but static retirement strategies hold just a chunk of the resources invested. You and your spouse can set aside more rigid investments and saved revenue tools in items like annuities. Annuities are lasting tools made to produce chunks of income during retirement. They guarantee a minimum amount supported by the durability and claims-paying ability or the issuing insurance group. Chances are, the last thing you need is slip during the next market hiccup. The market does not provide security, so your retirement plans should include some regular revenue items such as annuities. Twenty-first century investment defenses needs more than clever investment allocation.

    Our Fitchburg experts can broaden the assets for your retirement along with multiple vehicles to match your situation most effectively and attain your goals for retirement. No matter you’re prepared to retire soon or in years, our collection of professionals can guide you through the ins and outs of finance to make sure you have the assets to live comfortably 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.