Middleton Area Financial Planners Prepare you for the Future

Arranging for your financial future can feel like a daunting task. You want to feel confident that planning has paid off. Families and individuals throughout the Middleton region discover financial strength with the assistance of financial planners from Retirement Income Strategies. Our staff takes the time to learn your needs, so we can match the best financial techniques to your goals.

Our financial planners collaborate with all of our Middleton clients to provide a variety of financial planning tools that we customize to match our clients’ exact financial needs. Retirement might seem ages ahead, it’s not too early to arrange for the future of your investments.

Empowering in Your Financial Future

Whether you prefer to live in the Middleton, WI region or travel the country or world, the staff of experienced financial planners from Retirement Income Strategies can assist you form a financial plan that will help you reach your dreams. Our talent for financial planning comes from careful listening and practical insight. This unique take on financial planning makes our team the most qualified to make your dreams a reality.

Discover How to Retire Ready

Most of our customers come to us because they want to prepare for their future. We win when you win. Over the years, we’ve learned that giving compassionate and honest wealth management services specifically tailored to each client is the best method. All future retirees deserve unbiased advice based on recent financial conditions. We care about your retirement and only give financial advice we fully understand.

Ask us today to speak to one 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.

» 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.

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Upcoming Events


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.