• 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.

  • Sun Prairie, WI Financial Advisors

    We know you’ve been working diligently to advance toward retirement. What can you do with your hard-earned funds? What are the ways you can begin to invest? Intelligent investing is the answer to an easy-going retirement. You might have ideas about how you want to retire, but you will need more than an idea to accomplish it. The help you need is with our Retirement Income Strategies investment advisors. As a team, our Investment Advisor Representatives can lead you to the right investments and assist you with managing your growing portfolio.

    How Can We Help?

    Skills

    The Sun Prairie, WI area is filled with a lot of families that have reached financial stability because of our investment advisors. We recognize that the outcome you want from your retirement may vary from another person, and we’ve mastered how to tailor a plan to suit you. It is easy for our investment counselors to recognize the differences between good and bad investments. With many years of experience assisting people with solid financial advice, we do our best to measure up to our reputation in Sun Prairie, WI and surrounding areas.

    Customized Financial Products

    Providing a wide variety of financial products, our well-trained investment advisors can access several insurance and investment companies. This is how it is possible for our advisors to present personalized financial products. We avoid having our clients portfolios be identical; we will make them as unique as the client we are serving.

    You Can Rely on Us for Advice

    Long-term rises in unpredictable, immediate investments is what our financial advisors aim for at Retirement Income Strategies. Although we know that short-term investments can be worth it, we tend to steer our clients towards solid, long-term investments that are more in line with with their retirement dreams.

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

    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.