• 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

    Although you may be dumbfounded by investments and retirement, you have heard that you need to secure your future. Find qualified financial advice from your independent financial planner. One retirement option to consider is an annuity. They are one of the easiest ways to plan for your retirement. Once you retire, receiving a regular flow of income will give you peace of mind. To learn if an annuity is the right investment for you, contact your independent financial planner.

    You May Want a Variable Rate Annuity

    All annuities are either variable rate or fixed rate: how can you decide on the right one? With a fixed rate annuity, your interest will be kept at a constant rate – you’ll know how much money to expect from your investment. If you want your investment to grow because of the performance of investments you choose, you may want to find a variable annuity. If you want your funds to grow faster and to get more out of your investment, the risks of a variable rate annuity can be worth it. If you’re trying to find a more diverse retirement plan, you may have the option to use a blend of variable rate and fixed rate investments in your annuity. If you’re trying to choose a variable or fixed rate annuity, you should talk to your independent financial advisor.

    Contact Retirement Income Strategies in Middleton WI

    There can be a lot of confusion when you are considering retirement. If you’re trying to choose an investment option, or considering an annuity, talk to your independent financial planner. You will feel better about your retirement after a visit with an expert.

    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.