Retirement Income Strategies Wealth Management Services

If you want to secure a comfortable future for your family, you should to manage your investments today and in the future. The wealth management staff from Retirement Income Strategies is prepared to offer advice and financial tools to enable you to intelligently grow your resources and stretch your funds for a long time to come. We provide free consultations to offer investment advice and additional aspects of managing wealth.

We’ve helped families just like yours throughout Middleton claim a fulfilling retirement. When you work with us, we get to know you, your loved ones and your financial condition to draft a plan for your money’s long-term growth. We can answer questions on debt management, life insurance, preparing for retirement and asset protection. Furthermore, we’ll show you how to strengthen your investment portfolio to guard your resources from a turbulent market now and in the future.

How can Wealth Management Help?

Intelligently handling your money is a crucial skill in life, but planning long-term goals while handling large sums of money is best left to professionals. Asset management covers investment and financial factors such as accounting, tax services, retirement preparation and estate planning. Retirement Income Strategies blends these factors into a inclusive plan to get you closer to a stable financial future.

Using information about your financial goals and your current situation, our professionals can formulate a far sighted wealth management strategy. No matter if you wish to enjoy retirement in Middleton or see the world in your retirement years, this is the best strategy to achieve your goals. In the time after we create a asset management plan, we will meet regularly to check on its status, adjust or add services when needed.

If you’re ready to take power over your financial affairs, talk to Retirement Income Strategies now. We can help stretch your funds for decades to come. Using effective financial products and planning, you’ll have more money prepared for retirement in no time. Achieve a secure future for yourself and your loved ones with wealth management from Retirement Income Strategies experts.

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.

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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.

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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 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.