Asset Management for Madison

If you would like to secure a safe future for your family, you’ll want to manage your investments now and in the future. The asset management staff at Retirement Income Strategies is available to provide advice and financial tools to help you intelligently grow your investments and spread your assets for a long time to come. We offer free consultations to evaluate investment advice and other aspects of wealth management.

We’ve helped families just like yours across Madison lock down a secure future. When you work with our team, we get to know you, your loved ones and your financial status to form a strategy for your investments’ permanent growth. We can talk debt management, life insurance, retirement planning and asset protection. Additionally, we’ll show you how to strengthen your investment portfolio to hold onto your assets from an unpredictable market today and in the years ahead.

How can Asset Management Help?

Resource management is a strategic service that combines financial and investment guidance, accounting and tax help, retirement strategizing and planning your legal matters for a set fee. You’ll collaborate with one manager at Retirement Income Strategies who will match the input from financial experts.

Using information about your current financial goals and situation, our specialists can formulate a long-term asset management plan. No matter if you want to retire in Madison or see the world over the course of your retirement, this is the best strategy to reach your goals. After we outline your wealth management plan, we will speak regularly to monitor its progress, adjust or add services as necessary.

If you’re prepared to take control of your financial resources, speak with Retirement Income Strategies soon. We can help wisely invest your money for years to come. With effective financial products and planning, you’ll have a retirement fund ready in a short time. Achieve the best retirement for yourself and your loved ones with help from our experts.

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 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.