Middleton Area Financial Planners Here to Help

Planning to retire is an exciting time and one of life’s major transitions. Following your career of getting ready, you want to make sure you’ve done it correctly. Retirement Income Strategies helps people across the Middleton area find financial comfort and clarity when preparing for the future. Our client-driven practices provide effective guidance to our customers as they aim for their financial dreams with a secure retirement income.

Our financial planners collaborate with all of our Middleton clients to offer an assortment of financial planning tools that we adjust to meet our customers’ exact individual requirements. Whether you’re preparing for retirement or want to set up a financial future for your children, our staff is available to make sure you have a bright financial future.

Skilled Financial Planning Professionals! Call Us Today!

Whether you prefer to stay in the Middleton, WI region or see the world, the staff of experienced financial planners from Retirement Income Strategies can assist you create a financial plan that fits your plans best. No two clients are exact copies. That’s why all of our advice is centered on a close client-based method. Our knowledge and friendly approach make Retirement Income Strategies the best choice for people who need of financial planners.

Learn How to Retire Ready

Our customers know they should prepare for the future. We win when you win. Over the years, we’ve found that offering compassionate and transparent financial management services especially when personalized to every client is the best method. You and your family deserve unbiased guidance based on current market studies and trends. We know this advice should be given by knowledgeable and qualified planners who know the long-term results of their advice has and actually care about the stability of their clients’ retirement.

Talk to 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.

» 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.