• 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 advance toward retirement. What can you do with your hard-earned money? How can you start investing? A happy retirement is achieved easily with wise investing. You might have ideas about how you want to retire, but you will need additional help to get there. That’s where our investment advisors at Retirement Income Strategies can assist you with the best financial retirement advice. To help you manage your growing portfolio, our Investment Advisor Representatives can lead you to the best investments.

    Our Services

    Skills

    Reaching financial stability and success for your family in Middleton, WI is the best way our investment advisors have helped the community. We recognize that the results you want to see from your retirement can vary from another person, and we’ve learned how to tailor a plan just for you. It is easy for our investment counselors to recognize the difference between good and bad investments. Middleton, WI and the outlying areas mean a lot to us, which is why we aim to continue our reputation in providing smart financial advice to its residents.

    Independent Financial Products

    Providing a good variety of financial products, our loyal investment advisors can connect with multiple insurance and investment companies. This determines that tailor-made financial products are a flexible option that our advisors can provide. We don’t want our clients portfolios to be identical; we will make them as outstanding as the client we are serving.

    Our Reliable Advice

    Our financial advisors at Retirement Income Strategies aim for long-term development over prompt, unpredictable investments. Rather than focus on short-term investments, we focus our talents on long-term investments that are parallel to the retirement ambitions of our clients.

    To deliver customized advice for your retirement aspirations, our experts will make sure it happens – whether you want to discover the world or enjoy retirement at home.

    Kristian Finfrock

    kristian

    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.