• 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 in Sun Prairie, WI

    Retirement is a well-deserved investment that you and your family have been working to achieve. Do you know what it takes to start investing? How to cash in your hard-earned funds? Living with a worry-free retirement must involve wise investing. You may have 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. To aid you in managing your growing portfolio, our Investment Advisor Representatives can guide you to the best investment options for you.

    How Can We Help?

    Skills

    Our investment advisors have helped families across the Sun Prairie, WI area reach financial stability and success. We realize that each person hopes for something different from their retirement and we know how to help you get there. It is quite simple for our investment counselors to notice the difference between good and bad investments. Sun Prairie, WI and the outlying areas mean a lot to us, which is why we aim to continue our reputation in offering sound financial advice to its residents.

    Independent Financial Products

    With access to a handful of investment and insurance companies, our knowledgeable investment advisors can supply a wide variety of financial products. This is what allows our advisors flexibility to give tailor-made financial products. Having a unique portfolio is as important as the unique client we service.

    Our Advice is Trustworthy

    The sole goal of our financial advisors at Retirement Income Strategies is to have long-term inflation over immediate, unpredictable investments. Although we realize that short-term investments can be worth it, we tend to steer our clients in the direction of solid, long-term investments that are more compatible with their retirement dreams.

    Whether you hope to travel the world or stay at home during retirement, our specialists can get you where you want to be with customized advice that is the best for your lifestyle.

    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.