• 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

    There is a decent chance that you haven’t put enough thought into your retirement. Perhaps you are behind the curve on your retirement. You may simply be wondering how to make your retirement as secure as possible. Investing in an annuity is a practical retirement plan. Want to set up an annuity? You have to make a few choices. You will choose how annuity payouts will function, on what schedule, and how it will be dispersed if you die. If you talk with your independent financial advisor, you will learn if an annuity fits your retirement plan. They will guide you through the many annuity options.

    An Agent Could Get You the Best Annuity

    Just one of many varieties of annuities available now is a direct sold annuity. While these annuities present a few advantages on the surface in cut expenses, you miss the important touch of an agent handling your investment. When your annuity is handled by a professional, you know that your money will be put in the best places. Because you have personal financial needs, you should talk to your independent financial advisor about what sort of annuity to choose.

    Contact Retirement Income Strategies in Middleton WI

    Your independent financial advisor has the best advice about retirement. Now is the time to begin saving. Go to our website for more info. Your retirement is just around the bend – ensure you are prepared by investing in an annuity.

    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.