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Louisville, Ky
Lexington, Ky

Frankfort, Ky

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Call Us Now

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Welcome to Retirement Income Strategists

Empowering Your Retirement with Clarity, Confidence, and Care

At Retirement Income Strategists, we specialize in helping seniors safeguard their futures with comprehensive, easy-to-understand insurance solutions. Whether you're exploring options for annuities, navigating Medicare, or securing life insurance to protect your loved ones, our mission is simple: guide you with integrity, empower you with knowledge, and ensure your peace of mind.

Your Trusted Partner in Retirement Planning

About Retirement Income Strategists

Retirement Income Strategists was founded with one goal: to serve the unique needs of those nearing or enjoying retirement. We know that making the right decisions about healthcare, income, and legacy planning is more important than ever—and often, more confusing. That’s why our team brings together seasoned insurance professionals who specialize in simplifying complex topics and offering clear, practical advice tailored just for you

Annuities

Create a predictable stream of income for the years ahead. Our annuity options help transform your savings into monthly payments, so you can enjoy retirement without the stress of market uncertainty. From fixed to indexed annuities, we'll help you find the solution that aligns with your goals.

Medicare

Make sense of your Medicare choices with a partner who listens. We walk you through Parts A, B, C, and D, including Medicare Supplement and Advantage Plans, so you can confidently choose the coverage that best matches your health needs and budget.

Life Insurance

Plan for tomorrow by protecting the people you care about today. Our life insurance solutions—including term, whole, and final expense policies—offer flexibility and assurance, giving you and your family the security you deserve.

Smart, Reliable Insurance Products Designed for the Senior Market

Why Seniors Trust Retirement Income Strategists

Choosing Retirement Income Strategists means choosing a partner who prioritizes you.

  • Senior-Focused Expertise

  • Clear Communication

  • Personalized Plans

  • Support for the Long Haul

Built on Relationships, Backed by Experience

Our clients aren’t just policyholders—they’re part of our extended family. We’ve earned the trust of hundreds of seniors across the region by providing consistent, honest guidance and support. Every plan we recommend is backed by years of industry knowledge and a commitment to putting your interests first. At Retirement Income Strategists, your success is our purpose, and your security is our promise.

Retirement Planning Shouldn’t Be Overwhelming – Let’s Simplify It

We understand that planning for retirement involves more than just numbers. it’s about your lifestyle, your loved ones, and your legacy. At Retirement Income Strategists, we take a holistic approach to your financial well-being. Our team listens first, then educates, and finally builds a customized strategy around your specific needs. Whether you’re nearing retirement or already enjoying it, we’ll help you secure the peace of mind you’ve worked a lifetime to earn.

Let’s Plan Your Future, Together

Whether you have questions or are ready to take the next step, Retirement Income Strategists is here for you.

7508 New La Grange Rd, Louisville, KY 40222, USA

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