• 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.

  • Financial Advice of Middleton WI

    You have been working hard to invest for your future retirement. You need the reserves and a strategy to make your post-retirement goals. Perhaps you have ideas, but eventually you will require something more tangible. That is when financial advising tips from Retirement Income Strategies will help. As a team, we can analyze your financial goals and draft a plan that will enable you reach your dreams of a comfortable retirement.

    How can We Help?

    Skills

    We strive to maintain our reputation with years of experience in Middleton and the surrounding areas.

    Independent Financial Advice

    Our experienced financial advisors can use several investment and insurance companies, each offering various financial products. This enables our advisors to customize our financial products. No two retirees are the same; why should their portfolios be?

    We Offer Reliable Advice

    Our financial advisors at Retirement Income Strategies want lasting growth over quick, 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

    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.