• 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.

  • Preparing for Retirement in Middleton WI

    Getting into place your retirement plan is definitely difficult these days. Plenty of families have not yet gotten their retirement together. Many individuals, just like you, want to get the most out of their investments before retirement. Investing in an annuity is a viable retirement plan. Want to invest in an annuity? You have some decisions first. You will choose how the annuity will be paid, the payout schedule, and how it will be dispersed if you die. If you are interested in an annuity, you can talk to an independent financial advisor. Financial planners recognize how to get the most out of your investment.

    Get Your Annuity From a Good Source

    You will come across some finance companies that may entice you with a product known as direct sold annuities. There isn’t a agent involved in a direct sold annuity. This means you do not have their management – or write the check for their commission. Many want the value of an expert managing their money. Because you have unique financial needs, you should speak with your independent financial advisor about what sort of annuity to choose.

    Contact Retirement Income Strategies in Middleton WI

    retirement seems to be everyone’s concern. Your independent financial advisor will have info. about your financial options. This person will ensure you’re equipped to have a financially secure 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.