Physicians and Dentists

I truly understand the medical community. After watching my father suffer for years and ultimately die an early and unexpected death, I decided to focus on working with and helping physicians and dentists. I have been fortunate to help several physicians, so I have seen firsthand what it’s like.

As medical professionals, you usually start your earning years later and with significant debt due to your additional years of education. When you face outside stress, the quality of care you provide can suffer. This is why the last thing you need to worry about is your financial future. You should be focused on your patients, not your tax rates or planning for retirement.

At Retirement Income Strategies, we offer holistic financial services for our physician and dentist clients. Just as there is no single treatment or medicine that is best for every patient, there’s no one strategy that works for all of our clients. Instead, the services we provide are individualized for your specific situation.

Some of the key financial issues we can address:

  • Tax Planning
  • Retirement Finances
  • Children’s Educational and Future Needs
  • Investment Strategies
  • Asset Risk Management and Protection
  • Cash Flow
  • Business Retirement
  • Legacy Planning
  • Estate Planning

We also take your privacy as seriously as you take the privacy of your patients. We will not even share with others that you are our client without your express, written permission.

If you would like to learn more about how we can help, call us at 608.208.1800, or connect with us via email at

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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.