Madison Area Financial Planners Prepare you for the Future

It can be scary planning for retirement without help. Following your career of prepping, you want to make sure you’ve saved intelligently. Families and individuals around the Madison area find financial confidence with the assistance of financial planners from Retirement Income Strategies. Our client-driven methods offer effective guidance to our customers as they work towards their financial dreams with a viable retirement livelihood.

We tailor our financial planning strategies to meet the requirements of our Madison customers. Whether you’re preparing for retirement or need to start a financial future for your children, our team is here to make sure your financial future looks great.

Tailor-Made Financial Planning

Regardless of your retirement plans to live in the Madison, WI area or travel the country or world, the team of experienced financial planners from Retirement Income Strategies can assist you draft a financial plan that will help you reach your dreams. No two clients are exact copies. That’s why all of our guidance is based on a personal client-based method. Our insight and personal philosophy make Retirement Income Strategies the right choice for those who need of financial planners.

Need Financial Planning for your Retirement? Retirement Income Strategies is ready!

Although financial planners can’t tell the future, they can help you get ready for it. We win when you win. Everyone benefits with a client-based approach to wealth management. Our position is that people deserve unbiased advice based on current financial conditions. We believe this advice should be given by knowledgeable and professionally trained planners who know the long-term ramifications of their advice has and genuinely care about the stability of their clients’ retirement.

Talk to us today to chat with any of our financial planners about your wealth management!

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.

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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

Retirement planning is simple when you partner with the wealth management professionals at Retirement Income Strategies.

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 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.