• 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.

  • Middleton, WI Retirement Income Strategies Financial Services

    With the help of our complete spectrum of saving and insurance plans, Retirement Income Strategies will help you discover the smart methods for securing your financial future. Your financial future is in skilled hands when you consult the experts with Retirement Income Strategies in Middleton.

    Preparing for Retirement in Middleton

    When provided with a the entire picture of your most up to date financial standing, the financial experts at Retirement Income Strategies are able to provide the best way for you to reach retirement and years after. Our monetary strategies and asset management services use insurance products, like annuities, to get you closer to meet financial goals. We join forces with tax professionals or lawyers in the Middleton network advise you on specific details of your financial goals. At Retirement Income Strategies, we offer you the following services:

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

    Additionally, our specialists can connect you to professionals who provide the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Donating to Charity
    • Planning your Estate
    • Planning your Taxes
    • IRA Legacy Planning

    We Help Plan for the Future

    Retirement Income Strategies services aren’t just for the rich. As retirement nears, the typical recommendation has been to shift towards growth-seeking products instead of more conservative, fixed-income products.

    According to a recent study, for spouses aged 65, there is now a 50 percent chance that at least one partner will live to age 94. This means that you should plan for your retirement savings to stay strong several decades after you retire. Ensuring your long life is financially safe is just one of many reasons to draft a wise income strategy for retirement.

    Of the US citizen surveyed, 61 percent responded that dying worried them less than outlasting their funds. Big losses soon before or after you finally retire can severely harm the total funds accessible. If a tragedy happens earlier in life, there is also the probability that you will have a longer time to bounce back rather than later in retirement. You have a smaller amount of ongoing income to last through your retirement years, and your savings may not bounce back quickly. Our retirement income strategies employ insurance and annuity services to leave your funding space to expand and give you income all through your retirement.

    Middleton Asset Management

    One of our most effective strategies to maintain security when you retire is steadily accumulating income while you’re already retired. Your money accumulates more potential for compound interest if you start your plan soon, enabling you to expand your wealth in the long-term. If your assets have not fully you’ve experienced losses in recent years, you may consider a more aggressive allocation to compensate for problems from the recent past to accumulating wealth.

    Resource Protection & Annuities in Middleton

    The stock market constantly changes, however, conservative plans for retirement consist of only a chunk of the resources invested. You and your spouse can allocate more rigid investments and secured income tools in items like annuities. Annuities are lasting vehicles designed to produce ongoing cashflow throughout retirement. They have minimum guarantees backed by the strength and claims-paying ability or the given insurance company. Chances are, the last thing you want to do is slip during the next market hiccup. The market does not offer security, so your financial strategies should include some given revenue tools like annuities. Modern asset protection needs more than strategic investment collection.

    Our Middleton experts can diversify your retirement assets among a variety of vehicles to match your life most effectively and reach your goals for retirement. Whether you’re about to retire now or in the future, our staff of professionals will show you the ins and outs of finance to guarantee you and your family have the means to make the most of 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.