• 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

    Have you begun planning your financial future? Have you determined how you will save for retirement? These are important choices and deserve a lot of time and attention.

    That said, making the right decisions can be tough. There are many short- and long-term factors that need to be considered. Retirement Income Strategies aims to help provide answers to these questions by guiding our Madison clients to annuities, life insurance, and other financial products. Variable annuities are one option that has helped us direct many of our customers toward financial security.

    Imagine a comfortable retirement, a future where you have the freedom to travel, update your home and spend time with your family. This isn’t a pipe dream. You can attain this lifestlye and Retirement Income Strategies can help make it a reality.

    Investing in variable annuities may be the best way to plan for the future. We acknowledge that annuities may be daunting and unfamiliar to you, but that’s why we are here. Our financial professionals can show you what you need to know and help you make the right choice.

    Variable annuities

    A variable annuity is a financial investment that is, well, variable. This kind of annuity can either be paid for with a large payment or a series of smaller payments. This may sound just like other annuities, and there are many comparisons between the two (tax deferment, the choice of lump sums or regular payments, etc.), but there are huge differences between the two kinds of investments.

    The variable annuity death benefit is one difference. A specified amount will be given to your beneficiary if you pass away before you have received payments from your financial institution.

    There are more variables. Variable annuities mix features of mutual funds, life insurance, and tax-deferred retirement savings plans. Contact Retirement Income Strategies, your trusted financial professionals in Madison, to learn more about available investment opportunities.

    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

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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.