• 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.

  • Financial Services from Retirement Income Strategies near Sun Prairie

    Retirement Income Strategies has multiple ways to help you feel confident about the future of your finances. At Retirement Income Strategies, our professionals can help you determine a strategy best for your financial position.

    Services for Sun Prairie Residents

    To design a retirement strategy for your later years, it’s important for your financial advisor to know the facts about your financial goals, like how your retirement resources combine and mesh with each other. Our fiscal strategies and resource management help uses insurance products, such as annuities, to help you meet retirement goals. We include advice from tax professionals or attorneys in our network advise you on specific details of your retirement goals. You can get the following services from Retirement Income Strategies:

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

    Additionally, our team can connect you to professionals who perform the following services:

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

    We Help Plan for the Future

    Wealth isn’t necessary to begin prepping for retirement. As you grow closer to retirement, the typical recommendation has been to move flexible products to more conservative, static methods.

    Recent studies reveal that for a married couple age 65, there is now a 50 percent chance that at least one partner will survive to around 94 years old. This means that you may need to prepare for your retirement savings to stay strong several decades after you retire. One drawback to a longer life is the greater possibility of living longer than your investment – creating an additional motivation to establish a retirement income strategy designed to survive as long as you.

    61 percent of US citizens surveyed are more worried about outliving their savings over dying. A significant loss in the years prior to and just after you retire could negatively impact the level of money you can access over the length of your retirement. When a loss strikes early in life, there is also the likelihood that you may have decades to get better rather than later in retirement. You have less income to last during your retirement years, and your savings may not have as much time to recover. Our retirement income strategies employ insurance and annuity products to leave your savings space to expand and give you income during your retirement.

    Securing your Investments

    We can give you the edge when investing for wealth accumulation. Your money accumulates more probability for compound interest if you begin saving soon, allowing you to expand your wealth in the long-term. If your portfolio has not fully you’ve been dealt losses in recent years, you should consider a more aggressive plan to make up for problems from the recent past to accumulating wealth.

    Eggs in Many Baskets in Sun Prairie

    Wall Street fluctuates, but conservative retirement strategies make up a small portion of the assets handled. You and your spouse can set aside more traditional investments and saved income contacts in items like annuities. Annuities are long-term tools created to produce ongoing income while you’re retired. They provide a minimum amount backed by the durability and claims-paying ability or the given insurance office. Chances are, you don’t want to fall victim to the next market bubble. There is nothing guaranteed in the market, so your retirement strategies should embrace any type of regular revenue products such as annuities. Twenty-first century investment protection requires more than clever investment gathering.

    Our Sun Prairie experts can expand your retirement assets among a variety of ways to fit your situation best and reach your retirement goals. Whether you’re prepared to retire soon or in years, our collection of professionals can show you the rocky landscape to guarantee you and your family have the resources 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


    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.