• 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

    Have you started seriously considering your future finances? Have you developed a plan that includes your own retirement and the financial status of your children?

    It’s not easy to figure out your own finances. Determining where your money should be placed is a hard question to answer. Retirement Income Strategies is here to help people in Fitchburg, WI with finding answers to questions regarding financial products, such as annuities and life insurance. As financial professionals, we’ll help you balance your financial future.

    For many of our clients in Fitchburg, investing in fixed annuities may be the best way to plan for the future. The specifics of a fixed annuity may be unfamiliar to most people. Our team will help you learn about this product and work with you to determine if it is a good fit.

    What are fixed annuities?

    An annuity, much like life insurance, is an agreement between an individual and a financial organization. The owner of the annuity will receive a lump sum or incremental payments after paying their premium for a predetermined schedule. A fixed annuity comes with an interest rate that is locked in (for a certain period of time) when the investment is agreed upon. Anyone looking for a low-risk, predictable option will appreciate this investment.

    Benefits of fixed annuities

    Fixed annuities have been lauded for years as a effective investment strategy that includes major advantages. Here are a few:

    • Low-risk investment – Unlike many investments, ou’re certain to get back the money that you have invested.
    • Tax deferral – Every cent invested into your annuity will be free from taxes until the day the investment is withdrawn.
    • Shelter from creditors – In most cases, creditors are barred from annuity investments. Annuities are absolutely safe from probate proceedings.

    Contact us

    Ready to learn more about fixed annuities in Fitchburg? Please contact our office today.

    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.

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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

    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.