• 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

    Are you thinking about what your finances will look like in the future? Have you thought about how you will plan for your future to make sure you have a stress-free retirement and a future for your family that’s financially stable?

    It’s not easy to navigate the world of finances. It’s not easy to determine when and where you will invest your money. At Retirement Income Strategies in De Forest, WI, we help people find the answers to these and many other questions about annuities, life insurance, and other financial products. As financial professionals, we’ll help you stabilize your financial future.

    For many of our De Forest clients, investing in fixed annuities is a great choice for planning for the future. Despite the advantages, many people are unfamiliar with fixed annuities. But don’t let this keep you from pursuing this option. We can teach you about this product and help you decide if it is a good choice for you.

    What are fixed annuities?

    Annuities function as a contract between a person and a financial organization, similar to an insurance policy. 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 received their name from their included interest rates that are locked in at the time of purchase. This is is ideal for someone looking for an investment that is safe and low-risk.

    Benefits of fixed annuities

    Fixed annuities have been touted for years as a unique investment strategy that includes incredible benefits. Here are a few of them:

    • Predictability – With a fixed interest rate, you know what to expect in the future.
    • Tax deferral – Your money won’t be taxed until the day your investment is withdrawn.
    • Shelter from creditors – In most situations, creditors are barred from annuity investments. Annuities are safe from probate proceedings.

    Contact Retirement Income Strategies

    If you have any questions about fixed annuities or you’d like to schedule a consultation, contact our office in De Forest.

    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.