Middleton Area Financial Planners Here to Help

It can be nerve-wracking preparing for retirement on your own. You want to know that planning will reward you. Retirement Income Strategies helps families, couples and individuals find financial security and insight when preparing for the future. Our team makes an effort to get to know you, so we can provide the most compatible financial techniques to your dreams.

Our financial planners work together with all of our Middleton clients to offer a range of financial planning services that we personalize to match our clients’ unique financial needs. Whether you’re saving for retirement or need to set up a financial future for your children, our staff is here to ensure you have a bright financial future.

Investing in Your Financial Future

Whatever your retirement plans to stay in the Middleton, WI area or travel the country or world, the staff of skilled financial planners from Retirement Income Strategies will help you draft a financial strategy that fits your plans best. Our knack for financial planning grows from active listening and personalized guidance. Our knowledge and close approach make Retirement Income Strategies the best option for people who need of financial planners.

Your Financial Goals can Come True

Most of our customers approach us because they want to feel secure about their future. When your financial future looks bright, so does ours. In our experience, our staff has learned that giving courteous and honest financial management services specifically personalized to every customer is the most effective approach. Our position is that people deserve objective guidance based on recent financial conditions. We care about your retirement and only offer financial guidance we fully understand.

Contact us today to chat with any of our financial planners about your fiscal 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.

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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.

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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.