• 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.

  • Retirement Income Strategies Retirement Planning in Middleton, WI

    If you have spent years working professionally, it’s time to spend time on yourself during your retirement. If you’re near retirement, you know what you need –- an income of about 75 percent of what you earned while working, as well as funds for health care and savings to help you reach your goals like a boat or RV, world travel, hobbies or a dream house. If you haven’t already, take a close look at your retirement accounts and work with a trusted financial professional to help you make the most of your senior years.

    If your retirement is further ahead, it’s a good idea to take a close evaluation of your retirement accounts and start saving right away. 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 taxation.

    How do you Begin Preparing?

    Specialists ranging from Wall Street brokerages to the U.S. Dept. of Labor to top-tier financial reporters agree: the best way to start planning for retirement is putting aside savings in your twenties. This means more years for your funds to develop in the stock market, and it means you won’t have to panic toward the end of your professional life as you get ready for a future away from a steady job.

    Financial Products

    When you’re saving income regularly, you decide where to put your developing funds. The most widely recommended option is to choose a fund with tax savings benefits such as a 401(k) or an IRA, which you set up on your own. You can set aside retirement money before the wages is taxed or you can receive it after retirement without accruing taxes.With the money in your accounts, you can also choose between investing in stocks, bonds, or a combination of investments known as a mutual fund.

    Your strategy might adjust as the stock markets change. You can keep up on the basics of creating a strategy for retirement by reading business news, but a financial specialist has the knowledge to understand all the details. If you rely on a financial advisor you can depend on, you will save yourself a lot of trouble and will have a much higher chance of success.

    Find Out More Today

    It can be intimidating to start a retirement fund, but the experts at Retirement Income Strategies in Middleton understand retirement planning. In order to realize your dreams and make your retirement a reality, let us help. We’ll work carefully with what you currently have and grow a long-lasting nest egg to support your best years.

    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.