• 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.

  • Middleton WI’s Financial Advisors

    Patience is necessary when saving money and creating a plan for retirement. What do you dream of doing after retiring? How much will it cost? You’ll require a realistic plan to support your retirement strategy. That’s when financial advising with Retirement Income Strategies comes in. Retirement Income Strategies’ independent financial advisor works with you as a team so you can get to retirement securely.

    How can We Help?

    We Have the Skills

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

    What We Offer

    Our experienced financial advisors have access to several different investment and insurance companies, each supplying various financial products. These connections give you access to helpful tools through our advisors. We know that every client has unique requirements and an individualized portfolio.

    Our Advice is Reliable

    The financial advisors at Retirement Income Strategies recommend long-term development over short-term, volatile investments.

    Kristian Finfrock

    kristian

    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

    f-3

    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.