Madison Area Financial Planners Prepare you for the Future

Planning for your financial future can feel intimidating. As you’ve invested through the decades to enjoy your retirement years in the Madison, Wisconsin area, you want to make sure all your plans will work. Families and individuals in the Madison area learn their own financial confidence with the advice of financial planners from Retirement Income Strategies. Our client-driven philosophies provide helpful insight to our customers as they reach for their financial goals with a reliable retirement livelihood.

Our financial planners work together with all of our Madison clients to provide a range of financial planning services that we customize to meet our customers’ specific financial needs. It’s never too soon to learn ways to take control of your financial future. Retirement Income Strategies is ready to make sure that your financial future is completely safe.

Customized Financial Planning

Whether you plan to settle down in the Madison, Wisconsin area or travel the country or world, the team of highly-qualified financial planners from Retirement Income Strategies can help you create a financial strategy that will help you reach your dreams. Our financial planners give customized, client-based guidance with a level of customer service unheard of in larger companies. Our knowledge and personal approach make Retirement Income Strategies the best option for people who need of financial planners.

Find out How to Retire Ready

While financial planners can’t tell the future, they can help you get ready for it. We win when you win. In our experience, our staff has learned that offering courteous and comprehensive financial management services specifically personalized to every client is the best method. All future retirees deserve unbiased advice based on recent market studies and trends. We believe important financial advice should be provided by skilled and qualified planners who understand the permanent ramifications of their advice has and actually care about the success of their clients’ retirement.

Call us today to speak to one of our financial planners about your financial 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.

» 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


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.