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Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

Our vision is to ensure you and your family have the personalized, comprehensive financial guidance you deserve to live out your years with financial certainty.

kristian

Kristian Finfrock Founder/Financial Advisor

Kristian is on a quest to empower investors, small-business owners and advisors to make more informed financial decisions and to help them sculpt a better future.

After serving five years as a military police officer in the United States Army and watching his parents struggle financially, Kristian set out to change the way people view retirement. He believes the majority of financial and investment advice is fundamentally mistaken and often self-serving. He loves to challenge the status quo, expose the truth and drive innovation in the investing world.

Kristian designs forward-thinking investment strategies for retirees and high net worth families across the U.S. by using his trademarked process. He coaches elite financial advisors and wealth managers across the country on how to innovate and bring value to clients. Kristian is a radio show host, a frequent TV guest and a contributor to multiple publications, including Kiplinger.

Kristian is a Master Elite IRA member with Ed Slott and a member of the American Tax Planning Institute LLC. He has many years of experience providing retirement and income planning for individuals, and he strongly believes that a retiree’s income should never be affected by something the market does or does not do. Therefore, he focuses on creating dependable streams of retirement income that his clients may not outlive.

At Retirement Income Strategies, Kristian and his team help individuals and business clients establish sophisticated — yet easy-to-understand — solutions for protecting and preserving wealth while minimizing tax exposure.

Kristian resides in Evansville, Wisconsin, with his two daughters, Kaitlynn and Kendra. They spend quality time golfing and traveling. They are active members of St. John’s Lutheran Church and of the Evansville community.

Kelly Maguigad

Director of Operations

Thomas Berkholtz

Operations Analyst

Travis Wiltgen

Operations Analyst

Wesley English

Director of Marketing

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 608.208.1800

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