• 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.

  • Are You Prepared to Retire in Middleton, WI

    After you spend most of your adult life working professionally, it’s time to spend time on yourself during your retirement. If you’re close to your retirement years, you know what you need –- an income of about three quarters of what you earned while working, plus money for medical expenses and reserves to help you reach your goals like a boat or RV, world travel, art projects or a dream home. Take a careful look at your retirement outlook and work with a qualified, trusted financial professional to help you make the most of your golden years.

    If your retirement is decades in the future, it’s a good idea to take a careful look at your retirement outlook and begin setting money aside now. A financial professional or retirement advisor can help you decide how much money to save, where to invest your funds and how best to plan for taxes.

    How do you Begin Saving?

    Experts ranging from Wall Street brokerages to the U.S. Dept. of Labor to top-tier financial journalists agree: the surest way to start planning for retirement is putting aside savings in your 20s. This means more time for your investments to grow in the stocks and bonds market, and you won’t have to decrease your standard of living toward the end of your professional life as you get ready for a future away from a steady job.

    What We Offer

    When you’re saving income regularly, you choose where to put your developing funds. The most commonly suggested choice is a fund with tax savings benefits such as a 401(k), which you set up through an employer, or an IRA, which you set up on your own. Depending on the strategy you choose, you can set aside retirement funds before the wages is taxed or you can receive it during your retirement years without being charged taxes.You can also choose between investing in stocks, bonds, or a group of investments known as a mutual fund.

    Regardless of your beginning strategy, know that your plan may change over time as the markets change. You can study the basics of creating a strategy for retirement by reading business journalism, but a financial advisor has the expertise to appreciate all the details and implications. If you rely on a financial advisor you can trust, you will save yourself a lot of trouble and will have more success.

    Learn More Today

    It can be intimidating to think very far ahead about your future, but the experts with Retirement Income Strategies in Middleton know retirement planning. In order to reach your dreams and make your retirement a reality, allow us to help. We’ll work carefully with what you already have and develop a sustainable nest egg to secure your future.

    Kristian Finfrock

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    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

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    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.