• 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.

  • Retirement Income Strategies Retirement Planning in Sun Prairie

    If you have spent more than thirty years working professionally, it’s time to spend your life doing what makes you happy during your retirement. If you’re near retirement, you know what that means –- an income of about 75 percent of what you earned while working, plus money for health care and a nest egg to get you closer to your aspirations like a boat or RV, world travel, craft projects or a dream home. Take a careful look at your retirement outlook and work with a trusted financial professional to make the most out of your golden years.

    If your retirement is decades ahead, it’s smart to take a careful evaluation of your retirement outlook and begin saving right away. A financial professional or retirement advisor can help you decide how much money to set aside, where to invest your funds and how to plan for taxes.

    How do you Begin Planning?

    Experts agree: the most effective way to start planning for your golden years is putting aside savings starting in your twenties. This means more time for your funds to thrive in the stock market, and it means you won’t have to panic toward the end of your career as you get ready for years away from a steady job.

    What We Offer

    After you put aside a portion of your wages for several months, you choose where to put your developing accounts. The most often suggested option is a fund with tax savings perks such as a 401(k) or an IRA (investment retirement account), which you set up on your own. Depending on the strategy you choose, you can set aside retirement money before the income is taxed or you can receive it during retirement without being charged taxes.You can also choose between investing in bonds, stocks, or a group of funds known as a mutual fund.

    Regardless of your beginning strategy, understand that your strategy could adjust as the markets change. You can learn the basics of creating a plan for retirement by reading business journalism, but a financial advisor has the experience to take in all the details and implications. If you rely on a financial advisor you can trust, you can save yourself stress and hassle and will have more success.

    Talk with a Financial Specialist

    Developing a plan for retirement can be complex, and it gets even more bewildering when you have to look decades in advance. The professionals at Retirement Income Strategies are focused on helping you make the decisions that are suitable for your financial situation.

    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.