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  • 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.

    • Retirement planning doesn't have to be scary. Get guidance from the professionals today.

    Financial Advice in Madison WI

    Working hard is essential when saving money and planning Do you know how you want to spend your retirement? Do you have the funds to make it happen? Perhaps you have an idea, but eventually you will need something more concrete. Retirement Income Strategies offers financial advising tips to assist you plan for retirement wisely. Our independent financial advisor works with you as a team so you can make it to retirement comfortably.

    How can We Help?

    Years of Experience

    We strive to hold our reputation with years of expertise in Madison and the surrounding areas.

    Our Financial Products

    Our independent financial advisors have access to several different investment and insurance companies, each supplying various financial products. This gives you access to these tools through our advisors. We love everyone we see is unique; so why should their portfolios be the same?

    Our Advice is Reliable

    Our independent financial advisors at Retirement Income Strategies want steady growth over immediate, volatile investments.

    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.

    Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

    Let our experienced wealth management team help you plan your financial future.
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