• 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 Fitchburg

    Has your financial future been on your mind a lot lately? Have you thought about how you will plan for your future to ensure a stress-free retirement and a future for your children that’s financially secure?

    Navigating your finances isn’t simple. It can also be stressful to figure out where and when you need to keep your savings. But these types of questions should be asked (and answered) at some point. At Retirement Income Strategies in Fitchburg, WI, we help our clients discover the answers to these and many other questions about annuities, life insurance, and other financial products. Our financial professionals will do what they can to secure your financial future.

    Fixed annuities are an option that our clients have chosen to plan for their future. Fixed annuities may be a mystery to most people. If you fit this criteria, we can help you. We’ll teach you about fixed annuities and help you decide if it is the right choice for you.

    What are fixed annuities?

    An annuity, much like life insurance, is a contract between a person and a financial institution. After making premium payments, the individual will receive a lump sum or incremental payments. A fixed annuity comes with an interest rate that is locked in (for a set period of time) when the investment is agreed upon. This option is ideal for anyone looking for something that has minimal risk.

    Benefits of fixed annuities

    Here are some of the great advantages of fixed annuities:

    • A safe investment – Unlike some investments, you are certain to have your money returned to you.
    • Tax deferral – Every penny put into your annuity will be safe from taxes until the day you withdraw your investment.
    • Shelter from creditors – In most situations, creditors cannot touch annuity investments. Annuities are safe from probate proceedings.

    More Questions? Call Retirement Income Strategies for Answers

    If you have any questions about fixed annuities in Fitchburg or want to schedule a consultation, 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.

    » 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.