• 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, WI

    There’s a good reason they call retirement the “golden years”. With the downtime to chase your interestes, see the world and enjoy quality time with your family, what’s not to be excited about? However, Reaching your retirement days is a different tale. It can sometimes take many, many years to save for your retirement correctly. If you’re ready to reach your dreams, or be ready to pay for them, contact Retirement Income Strategies today. Our staff of financial experts are ready to get you closer to your goals.

    We recommend collecting your portfolio and reserving funds today, even if you aren’t going to retire for years. A financial professional or retirement advisor can help you decide how much money to save, where to invest your nest egg and how to plan for income taxes.

    When Should I Begin Preparing?

    Specialists ranging from the U.S. Dept. of Labor to top-tier financial journalists agree: the most effective way to start planning for retirement is setting aside savings starting in your 20s. This means more time for your money to develop in the stocks and bonds market, and you won’t have to panic toward the end of your professional life as you get ready for a future away from Sun Prairie.

    What We Offer

    After you put aside a portion of your income for several months, you choose where to put your developing savings. The most often recommended choice is to choose a fund with tax benefits such as a 401(k), which you set up through an employer, or an IRA (investment retirement account), which you set up independently. Depending on the strategy you choose, you can set aside retirement funds before the income is taxed or you can receive it after your retirement years without incurring taxes.You can also choose between investing in stocks, bonds, or a combination of funds known as a mutual fund.

    Your plan could change over time as the markets change. You can keep up on the basics of creating a strategy for retirement by reading business journalism, but a financial professional has the expertise to appreciate all the details. If you work with a financial specialist you can trust, you will save yourself stress and hassle and will have more success.

    Come Talk with Us

    It can be intimidating to think too far ahead about your finances, but the professionals at Retirement Income Strategies in Sun Prairie understand retirement planning. In order to realize your dreams and make them happen, let us assist you. We’ll work carefully with the assets you already have and develop a sustainable nest egg to support your retirement.

    Kristian Finfrock

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    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

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    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.