• Discover the many opportunities available to help secure your financial future through the use of a comprehensive suite of investment and insurance products.

    At Retirement Income Strategies, we can help you determine a strategy appropriate for your financial situation.

  • Madison Wealth Management

    If you would like to guarantee a safe future for your loved ones, you’ll want to manage your investments today and in the future. The wealth management team at Retirement Income Strategies is ready to offer advice and financial tools to enable you to wisely expand your investments and spread your dollars for decades to come. We do no-cost consultations to offer investment advice and other sides of managing wealth.

    In addition to investment advice, Retirement Income Strategies targets managing debt, life insurance, asset protection, and retirement planning. We work with you to collect the important details of your recent monetary status and future aspirations. Afterwards, we’ll assist you with building a diversified portfolio and manage your resources in order to move you toward secure financial autonomy. When you select Retirement Income Strategies, you should expect unbias asset management advice that revolves around your benefit, rather than our own. Call us today to set up a consultation at our location in Madison.

    How can Wealth Management Help?

    Resource management is a clever service that combines financial and investment guidance, accounting and tax services, retirement preparation and estate planning for a flat rate. You’ll work with a single financial advisor at Retirement Investment Strategies who will match the input from financial experts.

    Based on your the financial goals and your current status, our specialists can formulate a far sighted wealth management outline. Whether you wish to retire around Madison or travel over the course of your retirement, planning ahead is the best strategy to achieve your goals. In the time after we outline your asset management plan, you will have consistent appointments to to check on its progress, make adjustments or add services when needed.

    Asset management services are more than simply advice for investors. Wealth management encompasses every part of your financial life. A wealth management advisor will help you plan for your current and future needs, as well as the needs of your family. Call us today to establish a secure future for your family.

    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.

    » Learn How

    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.

    » Learn More

    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.

    » 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.