• 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 essential when investing and creating a strategy for retirement. What do you dream of doing after retiring? How much will it cost? You need a tangible plan to reinforce your retirement strategy. Retirement Income Strategies offers financial advising to create a plan. As a team, our independent financial advisor can help you achieve your dreams.

    Why Plan with Us?

    Years of Practice

    With years of experience helping others with smart financial advice, we do our best to hold our reputation in Middleton and surrounding areas.

    What We Offer

    Our professional financial advisors have access to several different investment and insurance companies, each supplying various financial products. These connections allow our advisors to customize our financial products. We know all our clients are unique; then why would their portfolios be the same?

    Our Advice is Reliable

    Our independent financial advisors at Retirement Income Strategies aim for long-term development over short-term, unpredictable 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

    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 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.