• 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 Financial Services

    Discover all the many options at your disposal to actualize your financial future by using inclusive series of asset and insurance products. You and your partner’s financial future is in good hands when you consult our professionals from Retirement Income Strategies near Middleton.

    What We Can Do for You

    When provided with a complete outline of your current financial condition, our financial experts can match you with an efficient plan for you to make it to retirement and beyond. By mixing annuities and additional insurance items and our asset management services, we design financial strategies that bring you to your financial goals. We include advice from tax specialists or attorneys in our area help you on the exact aspects of your fiscal strategy. At Retirement Income Strategies, our specialists provide you the following services:

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

    In addition, our professionals can lead you to specialists who perform the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Charitable Giving
    • Planning your Estate
    • Planning your Taxes
    • Planning your IRA Legacy

    Let Experts Help Develop Your Retirement Plan

    Retirement Income Strategies is not just for the rich. As retirement draws near, the older recommendation has been to shift towards growth-seeking products to more conventional, fixed-income methods.

    According to a current study, for a married couple age 65, there is now a 50 percent likelihood that at least one partner will survive to around 94. This means that you should prepare for your retirement savings to last for at least 30 years. With such long lifetimes, comes a chance of outliving the funds you’ve saved, which means it’s very important to create a retirement income strategy.

    Of the US citizen polled, sixty-one percent said they weren’t as concerned about dying than they were of outliving their savings. Significant blows soon before or after you finally retire can seriously hurt the total income available. Losses like the passing of a partner young in life allot enough time to recover more quickly than further on when you retire. This happens because you pull in a smaller amount of income during retirement. Our retirement income strategies use insurance and annuity services to leave your savings room to expand and give you income all through your retirement.

    Manage Your Wealth in Middleton

    We can give you the edge when investing for building a retirement fund. Your money accumulates a greater potential for compound interest if you start investing long before retirement, enabling you to nurture your assets over time. If your portfolio has not fully you’ve been dealt losses in recent years, you should think a more aggressive plan to compensate for lost ground to build wealth.

    Ensuring Income in Retirement in Middleton

    The stock market is always in flux, however, conservative strategies for retirement consist of just a chunk of the resources invested. You and your spouse can set aside more traditional investments and saved income tools in items like annuities. Annuities are lasting tools created to produce supplemental income throughout retirement. They have minimum guarantees backed by the reliability and claims-paying ability or the issuing insurance company. Chances are, the last thing you need is lose more ground during the next market hiccup. There is nothing guaranteed in the market, so your fiscal strategies should embrace any type of regular income products such as annuities. Modern investment protection needs more than clever asset gathering.

    The specialists at Retirement Income Strategies can broaden the assets for your retirement along with a variety of methods to fit your scenario most effectively and attain your retirement goals. Whether you’re about to retire now or in the future, our team of specialists will show you the ropes to guarantee you have the resources 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.