Madison Area Financial Planners Here to Help

It can be scary planning for retirement without help. Following your career of prepping, you want to make sure you and your family have saved intelligently. Families and individuals around the Madison area learn their own financial confidence with the advice of financial planners from Retirement Income Strategies. Our team makes an effort to learn your needs, so we can pair the most compatible financial techniques to your goals.

We tailor our financial planning strategies to pair with the requirements of our Madison customers. Whether you’re saving for retirement or want to set up a financial future for your grandkids, our staff is ready to make sure you have a bright financial future.

Compassionate Financial Planning Professionals! Talk to Us Today!

Whatever your retirement plans to settle down in the Madison, Wisconsin area or travel the country or world, the staff of experienced financial planners from Retirement Income Strategies will help you draft a financial plan that will help you reach your dreams. Our talent for financial planning comes from active listening and practical guidance. This special method of financial planning makes our team the most likely to make your dreams come true.

Your Financial Goals can Be a Reality

While financial planners can’t tell the future, they can help you prepare for it. We win when you win. Everyone gets a victory with our client-focused approach to wealth management. Our position is that people deserve objective guidance based on recent market studies and trends. We care about your retirement and only provide financial guidance we fully comprehend.

Call us today to chat with one of our financial planners about your fiscal future!

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.

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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


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.