• 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.

  • Variable Annuities in Madison, Wisconsin

    Are you developing a plan for your financial future? Have you determined how to save for your retirement? You can’t procrastinate these important decisions.

    That being said, making the right choices can be tough. There are many short- and long-term factors that need to be considered. At Retirement Income Strategies, we help people find the answers to these and other questions about life insurance, annuities, and other financial products. One solution that has helped many of our customers achieve financial stability is variable annuities.

    Imagine a financially secure retirement, a future where you have the ability to travel, remodel your home and spend time with your family. This is more than just a fantasy. Retirement Income Strategies can help make this scenario become a reality.

    Variable annuities are a great investment for the future. As financial professionals, we want to show you what annuities are all about without baffling you with complex equations.

    Variable Annuities

    A variable annuity is a financial investment that is, well, variable. There are some key similarities between variable annuities and other annuities. These include tax-deferred growth and the option between regular payments or a lump sum. But there are some differences, as well.

    The variable annuity death benefit is one difference. If you die before the insurer has begun making payments to you, your beneficiary is guaranteed to receive a specified amount.

    Variable annuities also combine elements of tax-deferred retirement savings plans, mutual funds, and life insurance. Contact Retirement Income Strategies to learn more about available investment opportunities in Madison.

    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.

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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.

    » 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.