• 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.

  • Middleton, WI Financial Advisors

    We understand that you’ve been working hard to invest in your retirement. Do you know how to start investing your hard-earned income? Living with a worry-free retirement must involve informed investing. Having thoughts regarding your retirement are helpful, but you’ll need more than ideas to reach that goal. The help you are looking for is with our Retirement Income Strategies investment advisors. As a team, our Investment Advisor Representatives can lead you to the right investments for you and assist you with managing your expanding portfolio.

    The Ways We Can Help


    Our investment advisors have helped families across the Middleton, WI area reach financial stability and success. We’re well-educated about the ins and outs of retirement and recognize that different people want a different outcome from it. It is easy for our investment counselors to notice the difference between good and bad investments. We will do our best to live up to the name we’ve created in Middleton, WI providing solid financial advice to the area.

    Independent Financial Products

    There is no shortage of financial products because our expert investment advisors maintain good rapor with many insurance and investment companies. Giving financial products that are tailored to you is the freedom that our advisors can offer. We appreciate our clients and their uniqueness which is the reason we create their portfolios to be as unique as they are.

    Our Advice is Trustworthy

    Unstable, immediate investments can be daunting, but our goal at Retirement Income Strategies is to create long-term increases from them. Although we realize that short-term investments can pay off, we try to steer our clients towards stable, long-term investments that comply with their retirement dreams.

    Our financial geniuses can put you right where you are striving to be whether you want to see the world or stay home to work on your home lifestyle. We promise to provide the best personal guidance for your retirement dreams.

    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.