• 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.

  • Verona, WI Financial Advisors

    Working to achieve retirement is a well-deserved investment for you and your family. Do you know how to begin investing your hard-earned funds? Investing wisely is the most important aspect of a happy retirement. If you have an idea about your retirement, you have a sense of where your finances need to go. But you’ll require added help. That’s where our investment advisors at Retirement Income Strategies are available to assist you with expert financial retirement advice. Our team of Investment Advisor Representatives can support you in managing your portfolio and send you in the appropriate direction for the most practical investment choices.

    How We Are Helpful

    Skills

    Reaching financial stability and success for your family in Verona, WI is the best way our investment advisors have assisted. We understand that the results you want from your retirement can vary from someone else, and we’ve mastered how to lay out a plan just for you. It is easy for our investment counselors to see the differences between good and bad investments. By offering years of experience in financial advice, we are determined to uphold our influence in the Verona, WI area.

    Financial Products Tailored For You

    With a connection to a handful of investment and insurance companies, our knowledgeable investment advisors can generate a wide variety of financial products. Offering financial products that are personalized to you is the flexibility that our advisors can bring to you. Creating a unique portfolio is as important as the unique client we service.

    Our Advice is Trustworthy

    Long-term increases in unpredictable, immediate investments is the objective of our financial advisors at Retirement Income Strategies. Although short-term investments can pay off, we shift our focus to driving our clients closer to long-term investments that fall in conjunction with their retirement aspirations.

    To provide custom-made advice for your retirement aspirations, our experts will make it happen – whether you want to discover the world or enjoy retirement at home.

    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.