Wealth Management Services through Retirement Income Strategies

If you want to secure a comfortable future for your loved ones, you should to manage your resources now and in the future. The resource management team from Retirement Income Strategies is available to provide advice and financial products to help you wisely handle your investments and stretch your assets for decades to come. We offer no-cost consultations to evaluate investment advice and additional aspects of wealth management.

We’ve helped people across Madison come closer to a happy retirement. During your time with our team, we familiarize ourselves with you, your loved ones and your financial situation to make a plan for your wealth’s permanent growth. We can discuss managing debt, life insurance, retirement planning and asset protection. Furthermore, we’ll help you diversify your investment portfolio to keep your wealth from an unpredictable market today and in the future.

What is Asset Management?

Asset management is a strategic service that combines financial and investment advice, accounting and tax services, retirement strategizing and planning your legal affairs for a flat rate. You’ll be paired with one financial advisor from Retirement Income Strategies who will guide you through the planning process.

Based on your financial dreams and your current situation, our specialists can draft a far sighted resource management outline. Whether you wish to enjoy retirement around Madison or travel in your retirement years, planning ahead is the most effective way to meet your goals. After we establish a wealth management plan, you will have regular meetings to to check on its status, adjust or add services as needed.

If you’re prepared to take control of your financial resources, speak with Retirement Income Strategies now. We can show you how to wisely invest your dollars for years to come. Using effective financial tools and strategies, you’ll have a nest egg ready in no time. Accomplish a secure future for yourself and your loved ones with guidance from Retirement Income Strategies professionals.

Kristian Finfrock

kristian

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.