Investment & Wealth Management Services for Madison, WI

Managing and making new investments is exciting, especially when you have a goal you’re saving toward. If you’re new to the game or want help keeping track of your portfolio, call the investment and wealth advisors at Retirement Income Strategies. Smart investments can lead you to a better retirement and help your family for years to come. When you want to see your portfolio grow and flourish leave the complex investment management to our professionals near Madison, WI.

Our Services

Skills

Our investment advisors have helped families across the Madison, WI area reach financial stability and success. Everyone wants something different out of their investments, and with a highly qualified staff of consultants and managers, we can bring you closer to your dreams. Good and bad investments are simple to catch for our well-versed investment counselors. We do our best to live up to the reputation we’ve built in Madison providing solid financial advice to the area.

Financial Products Tailored For You

Providing a wide variety of financial products, our well-trained investment advisors can access several insurance and investment companies. Each of our clients is special, so why wouldn’t their portfolios be?

You Can Count on Us for Advice

Our financial advisors at Retirement Income Strategies strive for long-term development over immediate, unpredictable investments. To line up our clients’ investments with their retirement goals, we stay focused on long-term investments rather than short-term ones. Your retirement dreams are important to us – whether you want to travel the world or focus on your goals at home – and we will provide personal advice that will best suit your dream retirement.

Kristian Finfrock

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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

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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 info@ri-strategies.com 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.