• 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.

  • Madison, WI Financial Services

    Forget about agonizing over your financial future with the help of the suite of investment and insurance products through Retirement Income Strategies. No matter what your existing financial situation, our team can help you draft the most fitting approach for your future in Madison.

    What We Can Do for You

    To develop an investment strategy for your future, it’s essential for your financial advisor to know the details of your financial assets, such as how you combine retirement assets and. By mixing annuities and other insurance items and our asset management services, we design financial plans that bring you to your fiscal aspirations. We can work in concert with tax professionals or attorneys in your network counsel you on the precise details of your retirement strategy. You can receive the following services from Retirement Income Strategies:

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

    In addition, we can refer you to professionals who provide the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Donating to Non-Profits
    • Estate Planning
    • Planning your Taxes
    • Planning your IRA Legacy

    Let Experts Help Grow Your Retirement Strategy

    Retirement Income Strategies is not just for the wealthy. As you grow closer to retirement, the typical plan has been to shift towards growth-seeking products instead of more conservative, fixed-income products.

    Current studies show that for spouses age 65, there is now a 50 percent likelihood that at least one partner will live to age 94. This means that you might need to prepare for your retirement savings to stay strong several decades after you retire. With such long lifetimes, comes the chance of living past the funds you’ve saved, which means it’s more important to create a retirement income strategy.

    61 percent of US citizens polled said they were more worried about outliving their savings than they were of dying. Life events around the time you retire could significantly harm the total funds accessible. When a loss happens earlier in life, there is also the likelihood that you will have decades to get better rather than later in retirement. You have less revenue to last through your golden years, and your savings might not bounce back quickly. We assist with designing a reliable strategy for retirement revenue that uses insurance and annuity services to generate the chances for enduring growth as well as guaranteed revenue throughout your retired years.

    Madison area Asset Management

    One of our most effective plans to keep you secure when you retire is gradually accumulating assets during retirement. The longer you invest, the more probability your money will accumulate compound interest. If your assets have not completely recovered from losses recently, you may believe an aggressive plan to compensate for losses in recent years to build wealth.

    Resource Protection & Annuities in Madison

    The stock market is always in flux, however, traditional strategies for retirement make up just a portion of the resources invested. You can allocate more rigid investments and saved revenue tools in items like annuities. Annuities are durable tools designed to generate chunks of income while you’re retired. They provide a minimum amount supported by the strength and claims-paying ability or the given insurance group. Chances are, you don’t want to fall victim to the next market bubble. The market does not guarantee security, so your retirement plans should include any type of given income products like annuities. Twenty-first century savings defenses needs more than clever investment collection.

    Our Madison experts can expand the assets for your retirement along with a variety of vehicles to match your life best and attain your retirement goals. Whether you’re prepared to retire now or in the future, our team of professionals can show you the rocky landscape to make sure you have the resources to enjoy your 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.