• 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.

  • Financial Services from Retirement Income Strategies available in Middleton

    Retirement Income Strategies has multiple products to solidify the future of your finances. No matter what your current financial situation, the Retirement Income Strategies team can help you create the best strategy for your future in Middleton.

    Preparing for RetirementOur Financial Services Suite

    To create an investment path for your later years, it’s crucial for your financial expert to know the details of your financial picture, including how you combine retirement assets and. Our financial strategies and resource management help uses insurance items, like annuities, to bring you closer to meet retirement goals. We team up with tax specialists or legal professionals in your area advise you on specific details of your fiscal strategy. At Retirement Income Strategies, we perform you the following services:

    • Retirement Income Planning
    • Collecting Wealth
    • Protection of Assets
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • Long-Term Care
    • IRA and 401(k) Rollovers

    In addition, our specialists can recommend you to specialists who offer the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Giving to Charity
    • Planning your Estate
    • Tax Planning
    • Planning your IRA Legacy

    Let Specialists Help Grow Your Retirement Strategy

    Our services aren’t only for the wealthy. As retirement nears, the typical plan has been to shift towards flexible products to more conservative, static products.

    According to a current study, for spouses age 65, there is now a 50 percent chance that at least one partner will survive to age 94 years old. This means that you should prepare your savings to survive for up to 30 years. Ensuring your long life is financially safe is just one of many reasons to draft a solid retirement income strategy.

    61 percent of US citizens surveyed are more worried about outliving their funds over dying. Big losses around the time you retire can severely harm the amount of income accessible. Tragedies like the death of a partner early in life give you to recover more quickly than further on in retirement. This occurs because you pull in less income when you’re retired. Our retirement revenue strategies use insurance and annuity products to leave your savings room for long-term growth and provide revenue all through your retirement.

    Wealth Management for the Middleton area

    One of our best methods to keep you secure through your retirement is steadily expand your income while you’re already retired. Your money accumulates more chance for compound interest if you begin investing early, enabling you to expand your wealth over time. If your assets have not fully recovered from losses in recent years, you should consider a more aggressive allocation to get back on track to foster wealth.

    Varying Your Assets in Middleton

    Wall Street constantly changes, however, static plans for retirement hold a small part of the assets invested. You and your spouse can save your more static investments and saved revenue contacts in items like annuities. Annuities are durable vehicles created to produce supplemental cashflow while you’re retired. They provide a minimum amount backed by the strength and claims-paying ability or the given insurance company. Chances are, the last thing you need is to lose more ground during the next market hiccup. The market does not provide security, so your fiscal strategies should embrace any type of guaranteed cashflow tools like annuities. Modern savings protection requires more than clever investment collection.

    The specialists at Retirement Income Strategies can diversify your retirement assets among a variety of vehicles to fit your situation most effectively and reach your retirement goals. Whether you’re ready to retire in few years or a few decades, our team of specialists can guide you through the rocky landscape to ensure you and your loved ones have the assets to enjoy your retirement.

    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.