• 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 for Middleton, WI

    Through the use of a comprehensive spectrum of investment and insurance plans, Retirement Income Strategies can guide you to the most effective methods for securing your financial future. Regardless of your existing financial situation, our team can help you draft the best approach for your future in Middleton.

    What We Can Do for You

    A financial professional should have a complete picture of your current assets and retirement ambitions to reach the most appropriate monetary plan. Our fiscal plans and resource management services use insurance products, such as annuities, to get you closer to meet financial goals. We can work in concert with tax experts or legal professionals in the Middleton network help you on specific details of your retirement strategy. You can get the following services from Retirement Income Strategies:

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

    In addition, Retirement Income Strategies can connect you to experts who offer the following services:

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

    Let Professionals Help Grow Your Retirement Plan

    Retirement Income Strategies is not just for the well-off. In recent years, strategies for retirement suggest seeking flexible products over fixed-income products.

    According to a current study, for a married couple age 65, there is now a 50 percent likelihood that at least one partner will live to around 94. This means that you may need to prepare your savings to last several decades after you retire. Ensuring your long life is financially secure is just one more reason to create a wise retirement income strategy.

    Of the Americans surveyed, 61 percent said passing away worried them less than outliving their assets. A notable loss in the years prior to or right after your retirement could negatively impact the level of funding you can access during the course of your retirement. If a loss happens earlier before retirement, it is also possible that you have decades to get better rather than later in retirement. This occurs because you receive a smaller stream of income when you’re retired. We guide you in designing a secure retirement revenue plan that includes insurance and annuity vehicles to create opportunities for enduring development as well as reliable revenue into your retirement.

    Securing your Investments

    We can give you the edge when investing for growing your assets. The earlier you begin investing, the more ability your money will compound interest. If your portfolio has not completely recovered from losses in recent years, you should consider a more aggressive strategy to compensate for lost ground to foster wealth.

    Strategies for Continuous Assets in Middleton

    The stock market is always in flux, but traditional retirement strategies consist of just a part of the assets invested. You and your spouse can set aside more rigid investments and saved revenue contacts in items like annuities. Annuities are lasting products designed to produce ongoing cashflow during retirement. They guarantee a minimum amount supported by the reliability and claims-paying ability or the issuing insurance group. Chances are, the last thing you need is slip during the next market correction. There is nothing guaranteed in the market, so your retirement plans should include any type of guaranteed cashflow tools such as annuities. Twenty-first century savings defenses requires more than clever investment gathering.

    The experts at Retirement Income Strategies can broaden your retirement assets among a variety of vehicles to match your life most effectively and reach your goals for retirement. No matter you’re ready to retire soon or in years, our collection of experts can guide you through the ins and outs of finance to ensure you have the income to thrive through 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


    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.