Madison, Wisconsin Resource Management

The asset management specialists at Retirement Income Strategies work with assets of all types. In order to assist our customers near Madison reach stable financial flexibility, we give helpful guidance and dependable financial products. When you sit down with us, we’ll discuss investment advice and additional key elements of managing your wealth.

Our team has helped families just like yours near Madison lock down a happy retirement. When you work with our team, we familiarize ourselves with you, your loved ones and your financial situation to create a strategy for your wealth’s long-term development. We can talk managing debt, life insurance, preparing for retirement and asset protection. Additionally, we’ll show you how to add variety to your investment portfolio to protect your assets from a turbulent market now and in the future.

What can Resource Management Do?

Asset management is a clever service that combines financial and investment advice, accounting and tax help, retirement planning and legal planning for a flat price. You’ll work with a single manager at Retirement Income Strategies who will guide you through the planning process.

Our wealth management advisors with Retirement Income Strategies begin by creating a strategy to keep and increase your investments inspired by your own financial situation and future targets. After we finish this strategy, we will meet with you regularly to evaluate and edit your investment portfolio and decide whether any supplementary services are needed.

If you’re prepared to take charge of your financial affairs, talk to Retirement Income Strategies today. We can show you how to wisely invest your funds for decades to come. Using effective financial products and planning, you’ll have a retirement fund ready in a short time. Achieve the most comfortable retirement for yourself and your loved ones with guidance from Retirement Income Strategies experts.

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.