• 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 Planning Professionals in Sun Prairie, WI

    If you have spent most of your adult life working professionally, it’s time to spend your life doing what makes you happy during your retirement years. If you’re close to retirement, you know what you need –- an income of about three quarters of what you earned while working, plus funds for health care and a nest egg to get you closer to your dreams like a boat or RV, vacations, craft projects or building a dream home. If you haven’t already, take a careful look at your retirement outlook and work with a qualified, trusted financial professional to make the most of your senior years.

    If your retirement is years ahead, it’s a good idea to take a careful look at your retirement outlook and start saving right away. A financial professional or retirement advisor can help you decide how much of your income to save, where to invest your funds and how best to plan for taxation.

    When Should I Begin Saving?

    Specialists ranging from the U.S. Dept. of Labor to top-tier financial reporters agree: the most effective way to plan for your retirement years is putting aside savings in your twenties. This means more years for your investments to grow in the stock market, and you won’t have to decrease your standard of living toward the end of your career as you get ready for a future away from full-time work.

    What We Offer

    When you’re saving income regularly, you choose where to put your developing accounts. The most often suggested option is to choose a fund with tax 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 invest retirement funds before the money is taxed or you can receive it after retirement without incurring taxes.With the money in your accounts, you can also choose between investing in stocks, bonds, or a combination of investments known as a mutual fund.

    Regardless of your initial strategy, know that your plan might adjust as the stock markets change. You can learn the basics of creating a strategy for retirement by reading business news, but a financial advisor has the expertise to take in all the details and implications. If you work with a financial expert you can rely on, you can save yourself a lot of trouble and will have more success.

    Find Out More Today

    Developing a strategy for retirement can be complex, and it gets even more bewildering when you are looking many years in advance. The professionals at Retirement Income Strategies are dedicated to helping you make the choices that are suitable for your financial situation.

    Kristian Finfrock

    kristian

    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.