• 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 around Sun Prairie

    Retirement Income Strategies has numerous ways to help you feel confident about your financial future. You and your partner’s financial future is in skilled hands when you trust the professionals with Retirement Income Strategies in Sun Prairie.

    Preparing for RetirementTools for Retirement

    Equipped with a complete picture of your existing financial condition, the financial experts can draw up the best plan for you to reach retirement and beyond. We reach your aspirations using our financial expertise and asset management services. We team up with tax experts or legal professionals in the Sun Prairie area counsel you on specific details of your retirement goals. At Retirement Income Strategies, our professionals perform you the following services:

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

    In addition, Retirement Income Strategies can lead you to experts who offer the following services:

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

    We can Grow Your Retirement Strategy

    Money isn’t necessary to start planning for retirement. In recent years, retirement strategies recommend seeking fluid products over fixed-income products.

    According to a recent study, for spouses aged 65, there is now a 50 percent chance that at least one partner will live to around 94 years old. This means that you should prepare your savings to stay strong 25 to 30 years. One downside to surviving to such an old age is the greater possibility of outliving your investment – which leaves all the more motivation to develop a strategy for income in retirement meant to survive as long as you.

    Of the Americans questioned, 61 percent responded that they weren’t as afraid of dying than they were of outliving their assets. A serious tragedy before and just after you retire could negatively impact the amount of funding you collect over the length of your life. When a tragedy strikes earlier in life, it is more possible that you have more time to recover instead of later in retirement. You have less income to continue into your retirement years, and your savings might not recover fast enough. Our strategies for retirement income use insurance and annuity items to leave your savings room for long-term growth and provide income throughout your retirement.

    Securing your Investments

    We will gauge the best time to invest for growing your assets. The longer you start investing, the more likely your money will accumulate compound interest. If your assets have not fully you’ve been dealt losses recently, you should believe a more aggressive plan to return to foster wealth.

    Eggs in Several Baskets in Sun Prairie

    The stock market fluctuates, but traditional retirement strategies make up only a part of the resources invested. You can allocate more traditional investments and secured income tools such as annuities. Annuities are lasting tools created to produce supplemental cashflow during retirement. They have minimum guarantees backed by the reliability and claims-paying ability or the given insurance office. After all, the last thing you want to do is slip during the next market correction. The market does not provide security, so your retirement strategies should include some given revenue tools such as annuities. Twenty-first century savings defenses needs more than strategic investment gathering.

    Our Sun Prairie experts can diversify your retirement assets along with multiple tools to match your situation most effectively and reach your goals for retirement. Whether you’re about to retire soon or in years, our collection of experts will guide you through the ropes to make sure you 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

    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.