• 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 Madison

    Are you contemplating what your finances will look like in the future? Do you have a retirement plan that includes your children’s well-being?

    Navigating your finances isn’t easy. Choosing where your hard-earned capital should be placed is a difficult question to answer. But these types of questions must be asked (and answered) eventually. Retirement Income Strategies is here to help people in Madison, WI with finding answers to questions regarding annuities, life insurance, and other financial products. As financial professionals, we will help you balance your financial future.

    One of the exciting financial products that we provide in Madison are fixed annuities. Fixed annuities may be a mystery to most people. If you fit this criteria, we can help you. We’ll teach you all about fixed annuities and help you decide if it is the right choice for you.

    What are fixed annuities?

    An annuity, similar to life insurance, is an agreement between a person and a financial organization. The individual pays a premium that will, at a predetermined date, be returned back to the individual with the additional value of the investment. Fixed annuities get their name from their included interest rates that are locked in at the time of purchase. Anyone looking for a low-risk, predictable option will appreciate this investment.

    Advantages of fixed annuities

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

    • Safety – You know exactly what to expect with this kind of investment.
    • Tax deferral – Every cent put into your annuity will be safe from taxes until your investment is withdrawn.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

    If you have any questions about fixed annuities in Madison or want to set up a consultation, please call 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.