• 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.

  • Begin Planning for Retirement in Madison, WI

    Your retirement years should be the most enjoyable in your life. With the time off to pursue your interests, travel and take plenty of time with your favorite people, what’s not to look forward to? However, Reaching your retirement days is a different story. Preparing for your retirement takes a long time, sometimes decades to plan independently. Place your future in the hands of the professionals and rely on Retirement Income Strategies to guide you to your retirement. Our staff of financial specialists are excited to help you reach your goals.

    If your retirement is further ahead, it’s wise to take a careful evaluation of your retirement portfolio and begin saving right away. A financial professional or retirement advisor can help you decide how much money to set aside, where to invest your money and how to plan for taxes.

    When Should I Begin Saving?

    Experts ranging from Wall Street brokerages to the U.S. Dept. of Labor to top-tier financial journalists agree: the surest way to start planning for retirement is putting aside savings in your twenties. This means more years for your investments to grow in the stock market, and you won’t have to decrease your standard of living toward the end of your professional life as you get ready for years away from Madison.

    How We Can Help

    When you’re saving income regularly, you decide where to put your developing savings. The most widely suggested choice is a fund with tax perks such as a 401(k) or an IRA, which you set up independently. Depending on the strategy you choose, you can invest retirement funds before the income is taxed or you can receive it during your retirement years without incurring taxes.With the money in your accounts, you can also choose between investing in stocks, bonds, or a group of investments known as a mutual fund.

    Your strategy may change over time as the markets change. You can keep up on the essentials of developing a plan for retirement by reading business blogs, but a financial professional has the expertise to understand all the details. If you rely on a financial professional you can depend on, you can save yourself a lot of trouble and will have a much higher chance of success.

    Make an Appointment

    Creating a plan for retirement can be tricky, and it gets even more bewildering when you have to look many years in advance. The professionals at Retirement Income Strategies are focused on helping you make the choices that are suitable for your financial outlook.

    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.