• 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.

  • Financial Advisors of Middleton

    Retirement is a well-deserved asset that you and your family have been striving to accomplish. Do you know how to start investing your hard-earned income? A pleasant retirement is achieved without much effort with wise investing. You may have a few ideas about the ways you can retire, but you need additional help to accomplish it. The help you are looking for is with our Retirement Income Strategies investment advisors. As a team, our Investment Advisor Representatives will lead you to the right investments and help you manage your expanding portfolio.

    How We Are Helpful

    Skills

    The Middleton, WI area is filled with a lot of families that were able to reach financial security thanks to our investment advisors. We’re well-educated about the details of retirement and recognize that different people want a different result from it. Pointing out good and bad investments is easy for our expert investment counselors. By offering many years of experience in financial advice, we hope to maintain our influence in the Middleton, WI area.

    Your Personal Financial Products

    Our devoted investment advisors have access to multiple investment and insurance companies, each providing many options for financial products. Offering financial products that are tailored to you is the freedom that our advisors can bring to you. We don’t want our clients portfolios to look the same; we want them as outstanding as the client we are serving.

    Our Advice is Reliable

    Unstable, immediate investments can be daunting, but our objective at Retirement Income Strategies is to create long-term gains from them. While we know that short-term investments can be worth it, we try to steer our clients towards stable, long-term investments that are more in line with with their retirement goals.

    Whether you want to travel the world or stay at home during retirement, our professionals can get you where you want to be with personalized advice that is the best for your dreams.

    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.