• 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.

  • Securing Your Future in Middleton WI

    There’s a good chance that you have not saved enough for your retirement. You may be clueless with your retirement, or left behind. There’s a chance you are trying to keep your retirement as secure as you can. For most people, annuities are a sound option to invest large amounts of money for retirement. Several critical factors are involved in in starting an annuity. How your annuity will be paid out, on what schedule, and what will occur after your death will all be decided when starting this investment. If you’re thinking about an annuity, you can talk to an independent financial advisor. We recognize how to get the most out of your investment.

    Get Your Annuity From the Right Source

    Direct sold annuities may appear to be an intriguing choice. While these annuities present some advantages on the surface in cut expenses, you miss out on the important touch of an agent safeguarding your investment. Whether your funds are actively managed, you want to make sure that you are getting the most value you can from them. By meeting with an independent financial planner, you can determine if a direct sold or agent sold annuity will better meet your needs.

    Contact Retirement Income Strategies in Middleton WI

    retirement is everyone’s concern. If you’re deciding on an investment option, speak with an independent financial planner. After just one visit with him or her, you’ll know how to be prepared for retirement.

    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


    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.