• 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 Financial Services

    Stop agonizing over your financial future with the help of our suite of investment and insurance plans with Retirement Income Strategies. At Retirement Income Strategies, our experts can help you determine a plan best for your financial position.

    Services for Madison Residents

    To create a retirement path for your future, it’s crucial for your financial expert to know the details of your financial status, such as how you combine retirement assets and. We meet your aspirations using our financial expertise and resources management talent. We join forces with tax specialists or lawyers in your area advise you on specific aspects of your financial plan. At Retirement Income Strategies, we provide you the following services:

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

    In addition, our specialists can connect you to specialists who offer the following services:

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

    Let Us Help Grow Your Retirement Plan

    Our services aren’t only for the well-off. As retirement draws near, the traditional recommendation has been to move growth-seeking products to more conservative, fixed-income products.

    Recent studies show that for a married couple age 65, there is now a 50 percent likelihood that at least one spouse will live to age 94 years old. This means that you should prepare for your retirement savings to survive for at least 30 years. With such long lifetimes, comes the chance of living past the funds you’ve saved, making it very smart to create a retirement income strategy.

    Of the Americans polled, sixty-one percent responded that passing away scared them less than outliving their savings. A significant loss in the years prior to or just after you retire could negatively effect the level of money you can access during the course of your life. If a loss strikes early before retirement, it is more likely that you will have decades to get better rather than later in retirement. You have a smaller amount of ongoing revenue to last during your retirement years, and your funds might not have as much time to recover. We help with creating a secure retirement revenue plan that includes insurance and annuity products to generate the chances for lasting growth as well as regular revenue throughout your golden years.

    Wealth Management in Madison

    We will gauge the right time to invest for wealth accumulation. The longer you invest, the more potential your money has to compound interest. If your assets have not completely recovered from losses recently, you may think an aggressive plan to get back on track to recover wealth.

    Diversifying Your Investments in Madison

    The stock market fluctuates, however, conservative plans for retirement hold only a part of the resources handled. You can save your more rigid investments and secured revenue tools in items like annuities. Annuities are lasting vehicles made to produce supplemental income throughout retirement. They guarantee a minimum amount backed by the durability and claims-paying ability or the issuing insurance group. After all, the last thing you want to do is slip during the next market correction. There is nothing for granted in the market, so your financial plans should embrace some given income products such as annuities. Twenty-first century asset defenses needs more than strategic asset allocation.

    Our Madison experts can broaden your retirement assets among a variety of tools to fit your situation best and reach your retirement goals. No matter you’re prepared to retire in few years or a few decades, our staff of specialists will show you the ropes to guarantee 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

    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.