• 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 secure a bright future for your loved ones, you should to organize your resources today and for the future. The wealth management team from Retirement Income Strategies is prepared to offer help and financial products to enable you to intelligently expand your investments and spread your dollars for years to come. We offer no-cost consultations to discuss investment advice and additional factors of wealth management.

    We’ve helped families just like yours across Madison lock down a fulfilling retirement. During your time with our team, we get to know you, your loved ones and your financial condition to form a plan for your investments’ long-term development. We can discuss managing debt, life insurance, preparing for retirement and protecting your assets. Furthermore, we’ll help you diversify your investment portfolio to protect your resources from an unpredictable market today and in the years ahead.

    What is Asset Management?

    Asset management is a sophisticated service that combines financial and investment advice, accounting and tax services, retirement planning and legal planning for a set fee. You’ll work with a single financial advisor from Retirement Income Strategies who will match the input from financial experts.

    Using information about your current financial goals and status, our professionals can create a long-term wealth management plan. No matter if you wish to retire in Madison or see the world during retirement, this is the most effective way to meet your goals. In the time after we outline a wealth management plan, we will speak consistently to monitor your plan’s progress, make adjustments or add services as necessary.

    If you’re prepared to take control of your financial future, speak with Retirement Income Strategies soon. We can show you how to stretch your funds for decades to come. With the right financial products and strategies, you’ll have a retirement fund set in a matter of time. Achieve a secure retirement for yourself and your loved ones with wealth management from our specialists.

    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.

    » 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

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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.