• 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

    Retirement Income Strategies has numerous products to instill confidence in the future of your finances. At Retirement Income Strategies, our experts can guide you to a plan best for your financial position.

    Services for Sun Prairie Residents

    A financial professional needs the entire picture of your standing investments and future aspirations to create the smartest monetary strategy. Our monetary plans and resource management services use insurance items, such as annuities, to help you meet financial goals. We include advice from tax specialists or lawyers in your network advise you on specific details of your retirement goals. If you’re curious in the following services, talk with Retirement Income Strategies now:

    • Retirement Income Planning
    • Accumulating Wealth
    • Asset Protection
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • Long-Term Care
    • IRA and 401(k) Rollovers

    Additionally, we can refer you to specialists who perform the following services:

    • Trusts
    • Probate
    • Protection of Assets
    • Giving to Charity
    • Planning your Estate
    • Planning your Taxes
    • IRA Legacy Planning

    We Help Plan for Retirement

    Retirement Income Strategies services aren’t only for the wealthy. Lately, retirement preparation specialists suggest seeking growth-seeking products over traditional products.

    According to a recent study, for spouses age 65, there is now a 50 percent chance that at least one partner will live to age 94. This means that you should plan your savings to survive several decades after you retire. One downside to a longer life is the increased probability of outliving your investment – which leaves all the more reason to establish a strategy for income in retirement designed to last a longer lifetime.

    Of the Americans questioned, 61 percent responded that passing away scared them less than outliving their savings. A notable loss before and right after you retire could negatively impact the level of income you collect over the course of your retirement. Losses like the passing of a partner early in life allot enough time to recover more quickly than later when you retire. This happens because you pull in less income during retirement. We assist with designing a reliable retirement revenue plan that includes insurance and annuity vehicles to generate opportunities for lasting development as well as regular revenue throughout your retired years.

    Sun Prairie Wealth Management

    One of our best methods to keep you secure through your retirement is slowly accumulating assets during retirement. Your money will have more chance for compound interest if you start investing soon, to allow you to expand your assets in the long-term. If your portfolio has not fully you’ve experienced losses recently, you may consider an aggressive allocation to make up for lost ground to recover wealth.

    Ensuring Income in Retirement in Sun Prairie

    The stock market is always in flux, however, static plans for retirement hold a small part of the assets invested. You can allocate more static investments and saved revenue contacts in items like annuities. Annuities are long-term products designed to generate chunks of cashflow throughout retirement. They provide a minimum amount backed by the durability and claims-paying ability or the issuing insurance company. After all, you don’t want to fall victim to the next market correction. There is nothing guaranteed in the market, so your retirement plans should include any type of given cashflow products such as annuities. Twenty-first century investment protection needs more than clever investment allocation.

    Our Sun Prairie experts can diversify your retirement assets among a variety of tools to fit your situation most effectively and attain your goals for retirement. Whether you’re ready to retire soon or in years, our collection of specialists will show you the ins and outs of finance to make sure you and your family have the assets to make the most of 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.