• 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 Advice near Sun Prairie

    You have been working to invest in your well-deserved retirement. Do you understand how to start investing? What to do with your hard-earned funds? A pleasant retirement is achieved without much effort with educated investing. If you have an idea in reference to your retirement, you have a direction. But you’ll need added guidance. Retirement Income Strategies are available to provide the financial retirement help you can use with our knowledgeable investment advisors. As a hard-working team, our Investment Advisor Representatives will lead you to the best investments and assist you with managing your expanding portfolio.

    Our Services

    Skills

    Reaching financial stability and success for your family in Sun Prairie, WI is the most beneficial way our investment advisors have assisted. We’ve learned the ins and outs of retirement and recognize that everyone wants a different result from it. It is easy for our investment counselors to recognize the differences between good and bad investments. We will do our best to live up to the name we’ve built in Sun Prairie, WI providing useful financial advice to the area.

    Your Personal Financial Products

    Our well-trained investment advisors have access to several different investment and insurance companies, each providing many options for financial products. This is what allows our advisors the opportunity to provide custom-built financial products. Having a personal portfolio is as vital as the unique client we provide for.

    Our Advice is Trustworthy

    Unpredictable, immediate investments can be daunting, but our goal at Retirement Income Strategies is to get long-term increases from them. Although short-term investments can pay off, we focus our efforts on driving our clients closer to long-term investments that fall in line with their retirement aspirations.

    Your retirement goals are important to us – whether you long to travel the world or focus on your goals at home – and we will contribute personal advice that will best suite your dream retirement.

    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.