• 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.

  • Preparing for Retirement in Sun Prairie WI

    There is a pretty good chance that you have not thought enough about your retirement plan. Plenty of people have not locked in their retirement plan. You may simply be thinking about how to keep your retirement as safe as possible. For most people, annuities are a sound option to invest large amounts of money for retirement. Several important decisions are required to in setting up an annuity. How your annuity will be paid, the payout schedule, and what will happen to it after your death will all be decided when setting up the investment. An independent financial professional can help you smartly start an annuity. An advisor will help you understand your annuity.

    You May Want a Variable Rate on Your Annuity

    Every annuity is either variable rate or fixed rate: how do you choose the right one? With a fixed rate annuity, your interest will be held at a constant rate – you’ll know just how much to expect from your investment. If you’re a person with a competitive attitude, choosing a variable rate mortgage will allow your annuity grow due to the performance of investments of your choosing. Both value and risk come with a variable rate annuity – you have to decide what’s better for you. If you’re looking for a more diversified annuity, you may be able to use a mix of variable rate and fixed rate investments in your annuity. An independent financial advisor will help you decide if a variable rate or fixed rate annuity is better for you.

    Contact Retirement Income Strategies in Sun Prairie WI

    Lots of people are wondering about retirement. An independent financial professional will give you info. about your financial options. This person will make sure that you’re equipped to have a financially secure 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.