Hiring an Investment Advisor for Middleton, WI

Managing finances and investments can be a stressful process. It’s easy to feel lost when you’re unfamiliar with the finance and investment industry. What’s the first step in managing finances? What can you invest in, based on your financial situation? Let an investment advisor help.

For professional experts in the financial industry, turn to investment advisors. Due to their expertise, they can help organize your finances and make investment recommendations. In order to prepare your investments, advisors select and purchase bonds, stocks and mutual funds. They’ll make choices based on what’s best for you.

Investing your funds is a very important step when saving for retirement. When you make smart investments, you’ll be able to enjoy a comfortable retirement. Retirement Income Strategies can provide different retirement plans for different retirement goals. Our advisors will create the best plan that fits your financial situation.

The benefits of an investment advisor

Financial advisors will work with you in forming an effective, organized strategy for your finances. They will help you develop the control you need to set aside money for retirement, as well as helping you invest your money.

An experienced and trained advisor working on your finances guarantees that your accounts are managed by proficient professionals. Because your advisor will be knowledgeable in different investments, they’ll know what’s best for your finances.

An investment advisor will also save you time. The time you’ve spend pouring over finances, creating plans, and fretting over your retirement can now be spent towards something else. You can rest easy knowing that your financial accounts and investments are watched over by a professional.

How we can help

At Retirement Income Strategies, we are dedicated to preparing retirement plans for the citizens of Middleton, Wisconsin. Our experts are able to offer a wide range of financial products, due to our wonderful relationships with insurance and investment companies. We have personalized financial products, giving you flexibility.

Our financial experts will organize an effective financial plan to prepare for your retirement. Contact Retirement Income Strategies today to get started on your retirement.

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


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.

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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.