• 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? Have you developed a plan that includes your own retirement and the financial well-being of your children?

    Navigating the world of finance isn’t easy. Determining where your hard-earned capital should be placed is a hard question to answer. At Retirement Income Strategies in De Forest, WI, we help people discover the answers to these and many other questions about annuities, life insurance, and other financial products. As financial professionals, we will help you stabilize your financial future.

    Fixed annuities are a great choice that our clients have chosen in order to plan for their future. Despite the advantages, many people are unfamiliar with fixed annuities. But don’t let this dissuade you from pursuing this option. We can teach you about fixed annuities and help you determine if it is the best option.

    What are fixed annuities?

    An annuity, similar to an insurance policy, is an agreement between a person and a financial organization. The owner of the annuity will be given a lump sum or incremental payments after paying their premium for a predetermined time frame. Fixed annuities get their name from their interest rates that are locked in at the time of purchase. This is is ideal for someone looking for something that is safe and low-risk.

    Benefits of fixed annuities

    Included below are a few of the great benefits of fixed annuities:

    • Safety – With a fixed interest rate, you know what to expect down the road.
    • Tax deferral – Every cent invested into your annuity will be free from taxes until the day your investment is withdrawn.
    • Shelter from creditors – Annuities cannot be touched by creditors in most situations and are safe from probate proceedings.

    More Questions? Call Retirement Income Strategies for Answers

    Want to learn more about fixed annuities in De Forest? Please contact 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.

    » 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

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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.