• 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 years working professionally, it’s time to spend your life doing what makes you happy during your retirement years. If you’re close to your retirement years, you know what that means –- an income of about three quarters of what you earned while employed full-time, as well as money for medical expenses and a nest egg to get you closer to your aspirations like a boat or RV, world travel, art projects or building a dream house. If you haven’t already, take a close look at your retirement portfolio and work with a trusted financial professional to make the most out of your retired years.

    We recommend compiling your savings and reserving money now, even if you aren’t going to retire for years. A financial professional or retirement advisor can help you decide how much of your income to set aside, where to invest your funds and how best to plan for taxation.

    When Should I Begin Saving?

    Experts agree: the most effective way to plan for your golden years is putting aside savings starting in your 20s. This means more years for your funds 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 plan for years away from full-time work.

    What We Offer

    After you put aside a portion of your income for several months, you decide where to put your developing accounts. The most commonly recommended option is to choose a fund with tax benefits such as a 401(k) or an IRA, which you set up independently. Depending on the strategy you choose, you can set aside retirement money before the wages is taxed or you can receive it during your retirement years without incurring taxes.With the money in your accounts, you can also choose between investing in bonds, stocks, or a group of funds known as a mutual fund.

    Your plan may adjust as the markets change. You can learn the essentials of developing a strategy for retirement by reading business news, but a financial specialist has the knowledge to understand all the details. If you work with a financial specialist you can trust, you will save yourself a lot of trouble and will have more success.

    Learn More Today

    Developing a strategy for retirement can be tricky, and it gets even more difficult when you are looking many years in advance. The professionals at Retirement Income Strategies are committed to helping you make the decisions that are suitable for your financial outlook.

    Kristian Finfrock

    kristian

    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.