• 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 Financial Advisors

    We understand that you’ve been working hard to invest in retirement. Are you aware of how to begin investing your hard-earned funds? Living with a worry-free retirement requires informed investing. If you have thought of ideas about your retirement, you have a sense of where your finances need to go. But you’ll require additional guidance. The advice you need is with our Retirement Income Strategies investment advisors. Our team of Investment Advisor Representatives can support you in managing your portfolio and lead you in the right direction for the most practical investment options.

    Our Services

    Skills

    Many families across the Middleton, WI area have been able to reach financial stability and success because of our hard-working investment advisors. We know that everyone wants something different from their retirement and we’ve learned how to help you get there. Good and bad investments are simple to catch for our experienced investment counselors. By offering many years of wisdom in financial advice, we are determined to uphold our reputation in the Middleton, WI area.

    Financial Products Tailored For You

    With a connection to several investment and insurance companies, our attentive investment advisors can generate a wide variety of financial products. Offering financial products that are tailored to you is the freedom that our advisors can bring to you. We love that every client is special; so why would their portfolios be the same?

    Our Advice is Trustworthy

    The main goal of our financial advisors at Retirement Income Strategies is to have long-term inflation over immediate, unpredictable investments. To line up our clients’ investments with their retirement target, we focus on long-term investements rather than short-term investments.

    Our experts can get you right where you are striving to be whether you are looking to see the world or stay home to work on your home life. We promise to provide the best customized advice for your retirement dreams.

    Kristian Finfrock

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    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

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    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.