Over the years, we’ve been grateful to help others, like you, increase confidence in their retirement income, connect with their loved ones by creating a legacy, and custom-design strategies to help them own their tomorrows.

Many of our clients want to share this experience with their friends, family, co-workers and neighbors. That’s why we’ve created the Ambassador Program, to make it easier for existing clients to refer their loved ones to us.

Referrals from existing clients take priority because we are trying to cultivate a community of like-minded people. Chances are, if you fit into our client community, the people you know and like would be a good fit for us, too.

The greatest compliment you can give us is the referral of a family member or friend. Please review the frequently asked questions below and, as always, give us a call if we can be of any assistance: 608.208.1800.

Ambassador Program FAQ

How do you become a member of our Ambassador Program? It’s simple.
Refer a family member or friend who becomes a client of our firm.

What is the best way to refer a family member or friend?
Sometimes talking about finances can be awkward. We have found that one of the easiest ways is to introduce people to our firm is for you to bring a guest to one of our live workshops. They can listen to Kristian speak in what may feel like a less intimidating setting. Of course, you can always give them our contact information, or we will to reach out to them if you feel comfortable with that option.

What is the reward for referring a family member or friend?
You will receive a box of goodies… and also a night out on us! This year, our Ambassador Event is at the Fireside Dinner Theatre. You and the people whom you referred, who became clients within the year, will be included in this event.

Once an Ambassador Member always an Ambassador Member?
Even though we greatly appreciate your trust in us for past referrals, our Ambassador Program starts fresh every year.


*Clients who have provided three or more referrals are automatically inducted into our elite Hall of Fame Club and receive special recognition at events.

Kristian Finfrock

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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.

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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.

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Upcoming Events

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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.