• 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.

  • Fixed Annuities Throughout De Forest

    Have you begun to seriously consider your financial future? Do you have a retirement plan that includes your children’s financial future?

    It’s not simple to navigate the world of finances. Determining where your hard-earned capital should be placed is a difficult question to answer. If you are searching for help finding the answer to these questions, Retirement Income Strategies is here to offer help. As financial professionals, we’ll help you balance your financial future.

    For many of our De Forest clients, investing in fixed annuities is a great choice for planning for the future. Like other annuities, fixed annuities are unfamiliar to many people. Our team can help you learn about this product and work with you to decide if it is the right choice.

    What are fixed annuities?

    An annuity, similar to life insurance, is a contract between a person and a financial institution. The individual pays a premium that will, at a predetermined date, be returned to the individual with the additional value of the investment. A fixed annuity includes an interest rate that is set (for a set period of time) when the investment is made. This provides the owner with safety and predictability.

    Advantages of fixed annuities

    Fixed annuities have many great advantages that make them an attractive investment opportunity. Here are a few:

    • Security – You know exactly what to expect with this kind of investment.
    • Tax deferral – Every penny invested into your annuity will be safe from taxes until you withdraw your investment.
    • Shelter from creditors – In most cases, creditors are barred from annuity investments. Annuities are absolutely safe from probate proceedings.

    Contact Retirement Income Strategies

    Ready to learn more about fixed annuities in De Forest? Please call our office today.

    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.