Madison Area Financial Planners Here to Help

It can be daunting preparing to retire by yourself. After decades getting ready, you want to make sure you’ve done it correctly. Retirement Income Strategies helps people across the Madison area achieve financial security and clarity when preparing for the retirement. Our team takes the time to learn your desires, so we can match the most compatible financial techniques to your dreams.

Our financial planners work together with all of our Madison clients to provide a range of financial planning tools that we adjust to match our customers’ unique personal requirements. Whether you’re saving for retirement or need to set up a financial future for your children, our staff is available to make sure your financial future looks great.

Empowering in Your Financial Future

Regardless of your retirement plans to stay in the Madison, Wisconsin area or travel the country or world, the staff of highly-qualified financial planners from Retirement Income Strategies will help you form a financial plan that fits your plans best. Our skill for financial planning comes from close listening and personalized insight. This unique method of financial planning makes our team the most qualified to make your dreams a reality.

Learn How to Retire Ready

Our customers know they should prepare for the future. When your financial future looks good, so does ours. Everybody gets a victory with our client-based approach to wealth management. You and your family have the right to unbiased advice based on current financial conditions. We know important guidance should be provided by knowledgeable and professionally trained planners who understand the long-term effects of their advice has and actually care about the success of their clients’ retirement.

Call us today to chat with one 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.

» 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.