• 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.

  • Manage Your Resource

    The wealth management professionals at Retirement Investment Strategies handle investments of every kind. In order to help our customers around Madison achieve stable financial confidence, we give helpful suggestions and secure financial products. When you consult with us, we’ll give you investment advice and additional important factors of managing your wealth.

    Along with investments, Retirement Income Strategies focuses on debt management, life insurance, asset protection, and retirement planning. We team up with you to learn the vital details of your recent fiscal status and long-term goals. After this, we’ll work with you to create a diversified portfolio and handle your resources in order to move you toward complete financial independence. When you choose Retirement Income Strategies, you can anticipate unbias wealth management advice that revolves around your best interests, rather than our own. Contact us now to set up a consultation at our branch in Madison.

    How can Resource Management Help?

    Wealth management is a strategic service that blends financial and investment guidance, accounting and tax services, retirement planning and organizing your legal affairs for a set fee. You’ll work with one manager at Retirement Investment Strategies who will match the input from financial experts.

    Our asset management experts at Retirement Investment Strategies start the process by creating a plan to maintain and build your assets based on your individual financial status and future targets. Once we’ve completed this strategy, we will meet with you on a regular basis to analyze and rearrange your investment portfolio and determine whether any supplementary services are needed.

    Resource management help is more than simply advice for investors. Resource management encompasses every component 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

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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.