• 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 Financial Services

    Forget about agonizing over the future of your finances with the guidance from our collection of savings and insurance packages with Retirement Income Strategies. Your financial future is in skilled hands with the help of the professionals from Retirement Income Strategies of Sun Prairie.

    Preparing for Retirement

    To design an investment strategy for your later years, it’s important for your financial expert to know the details of your financial picture, like how you combine retirement assets and. We reach your aspirations using our financial strategies and resources management services. We include advice from tax experts or attorneys in our network advise you on the precise details of your fiscal goals. If you’re interested in the following services, talk with Retirement Income Strategies now:

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

    In addition, we can lead you to experts who perform the following services:

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

    We can Create Your Retirement Plan

    Retirement Income Strategies services aren’t exclusively for the wealthy. In recent years, strategies for retirement recommend seeking fluid products rather than traditional products.

    According to a current study, for spouses age 65, there is now a 50 percent chance that at least one partner will survive to age 94 years old. This means that you should plan your savings to survive several decades after you retire. One drawback to living longer is the better chance of outliving your investment – which leaves all the more reason to develop a retirement income strategy meant to last a longer lifetime.

    Of the US citizen polled, 61 percent said they weren’t as concerned about dying than they were of outliving their savings. A notable loss in the years prior to and just after your retirement could poorly impact the amount of income you collect over the length of your life. If a loss strikes early in life, it is also likely that you may have decades to get better instead of later in retirement. You have less income to continue into your golden years, and your savings might not have as much time to recover. We can help you design designing a reliable plan for retirement income that uses insurance and annuity vehicles to create the chances for lasting growth in addition to guaranteed income into your retirement.

    Manage Your Wealth in Sun Prairie

    We will gauge the right time to invest for building a retirement fund. Your money will have more potential for compound interest if you start investing early, to enable you to nurture your wealth in the long-term. If your assets have not completely you’ve been dealt losses in recent years, you should consider a more aggressive allocation to get back on track to foster wealth.

    Strategies for Continuous Assets in Sun Prairie

    The stock market fluctuates, however, traditional strategies for retirement consist of just a chunk of the assets handled. You can save your more static investments and saved income contacts such as annuities. Annuities are long-term tools designed to produce chunks of cashflow while you’re retired. They have minimum guarantees backed by the reliability and claims-paying ability or the issuing insurance company. After all, the last thing you need is slip during the next market correction. The market does not provide security, so your fiscal strategies should embrace some given income items such as annuities. Modern investment protection needs more than clever asset gathering.

    Our Sun Prairie experts can expand the assets for your retirement along with a variety of vehicles to match your scenario best and attain your retirement goals. Whether you’re ready to retire soon or in years, our collection of experts will show you the ropes to make sure 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.