Madison Money Guy with Kristian Finfrock

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
Retirement Income Strategies has been featured in multiple news outlets across the Madison, WI area.

Get your complimentary report from Retirement Income Strategies. Learn how to create a sound retirement plan with our complimentary report.
  • Complimentary Report
    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

Financial Planning and Wealth Management

With the impact that your retirement savings will have on your future, it’s vital to execute a structured plan with the help of a wealth management professional. At Retirement Income Strategies, we feel so strongly about this process that we build our company name around it. We work with people in the Madison area who are in or near retirement to provide help with retirement planning through comprehensive plans customized to each client’s needs. These financial planning strategies often include life insurance, annuities, and other wealth management products.

Please contact us today to speak with one of our wealth management professionals. Retirement Income Strategies operates offices in Madison, Brookfield, and Evansville, Wisconsin. We also serve the communities of Middleton, DeForest, Verona, Sun Prairie, and other areas throughout Southeast Wisconsin.

Broker Check



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 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.