Middleton Area Financial Planners Prepare you for the Future

Planning to retire is an exciting stage and a major transition. You want to know that saving and investment will reward you. Retirement Income Strategies helps families, couples and individuals reach financial security and insight when looking towards the future. Our client-focused methods offer helpful insight to our clients as they strive for their financial dreams with a secure retirement livelihood.

We tailor our financial planning tools to meet the needs of our Middleton clients. Even if retirement seems light years away, it’s never too early to prepare for the future of your finances.

Skilled Financial Planning Professionals! Call Us Today!

Whatever your retirement plans to live in the Middleton, WI region or see the world, the staff of experienced financial planners from Retirement Income Strategies will help you form a financial strategy that will help you reach your dreams. Our financial planners give customized, client-based advice with a degree of customer service unheard of in big name competitors. Our knowledge and friendly methods make Retirement Income Strategies the right option for those who need of financial planners.

Your Financial Goals can Come True

While financial planners can’t tell the future, they can help you get ready for it. We win when you win. Everybody benefits with our client-based approach to wealth management. All future retirees are entitled to unbiased advice based on current financial conditions. We care about your retirement and only give financial advice we completely comprehend.

Talk to us today to speak to one of our financial planners about your financial future!

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

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.