Madison Area Financial Planners for Future Investments

Planning to retire is a highly anticipated time and one of life’s major transitions. You want to feel confident that saving and investment will reward you. Families and individuals around the Madison region discover financial confidence with the help of financial planners from Retirement Income Strategies. Our team makes an effort to get to know you, so we can provide the most compatible financial plans to your goals.

Our financial planners collaborate with all of our Madison clients to offer an assortment of financial planning services that we customize to meet our clients’ unique individual requirements. Whether you’re planning for retirement or need to set up a financial future for your family, our team is available to make sure you have a bright financial future.

Skilled Financial Planning Professionals! Contact Us Today!

Whether you prefer to live in the Madison, Wisconsin region or see the world, the team of skilled financial planners from Retirement Income Strategies can assist you draft a financial plan that will help you reach your dreams. Our financial planners give customized, customer-based advice with a level of customer service uncommon in larger competitors. This special method of financial planning makes our team the most likely to make your dreams a reality.

Find out How to Retire Ready

Many of our clients approach us because they want to feel secure about their future. Our mission is to ensure your needs are met. Our friendly approach produces the best results for our clients. All future retirees are entitled to unbiased guidance based on current market studies and trends. We care about your retirement and only give financial guidance we fully understand.

Contact us today to chat with any of our financial planners about your wealth management!

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

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.