• 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.

  • Sun Prairie, WI Retirement Income Strategies Financial Services

    Stop agonizing over your financial future with the help of our collection of asset protection and insurance products with Retirement Income Strategies. Regardless of your current financial condition, the Retirement Income Strategies team can assist you with drafting the most appropriate plan for your retirement in Sun Prairie.

    Services for Sun Prairie Residents

    To design a financial path for your later years, it’s essential for your financial advisor to know the facts about your financial picture, including how your retirement resources blend and work with each other. We meet your goals using our financial expertise and asset management services. We include advice from tax experts or attorneys in your network counsel you on the precise details of your retirement strategy. You can receive the following services from Retirement Income Strategies:

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

    Additionally, we can connect you to experts who provide the following services:

    • Trusts
    • Probate
    • Asset Protection
    • Non-Profit Giving
    • Planning your Estate
    • Planning your Taxes
    • IRA Legacy Planning

    We can Create Your Retirement Strategy

    Money isn’t necessary to begin thinking about retirement. Lately, strategies for retirement recommend going after flexible products over traditional products.

    According to a recent study, for spouses aged 65, there is now a 50 percent chance that at least one spouse will survive to age 94 years old. This means that you should plan for your retirement savings to stay strong 25 to 30 years. One drawback to a longer life is the better chance of living longer than your investment – which leaves an additional reason to establish a retirement income strategy meant to last a longer lifetime.

    Of the Americans polled, sixty-one percent said they were less afraid of passing away than they were of outliving their assets. Significant blows soon before or after you finally retire can significantly decrease the total funds available. When a loss happens early before retirement, it is more likely that you have a longer time to get better rather than later in retirement. You have less income to continue through your golden years, and your assets might not have as much time to recover. We guide you in making a reliable strategy for retirement income that uses insurance and annuity products to create the chances for enduring growth as well as guaranteed income throughout your golden years.

    Investment Management for Sun Prairie

    We can gauge the best time to invest for building a retirement fund. The earlier you invest, the more potential your money will compound interest. If your portfolio has not completely bounced back from losses recently, you may consider an aggressive plan to compensate for losses in recent years to accumulating wealth.

    Strategies for Continuous Income in Sun Prairie

    Wall Street is always in flux, however, traditional strategies for retirement make up a small portion of the assets invested. You can save your more rigid investments and saved income contacts such as annuities. Annuities are long-term products created to produce ongoing income while you’re retired. They guarantee a minimum amount backed by the durability and claims-paying ability or the given insurance group. After all, the last thing you need is lose more ground during the next market bubble. The market does not offer security, so your retirement plans should embrace some given revenue products like annuities. Twenty-first century savings protection needs more than strategic investment collection.

    Our Sun Prairie experts can expand your retirement assets along with a variety of vehicles to match your scenario best and reach your goals for retirement. Whether you’re about to retire in few years or a few decades, our collection of experts can show you the ins and outs of finance to ensure you and your family have the assets to enjoy your 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.