• 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 Middleton

    Have your finances been on your mind a lot recently? Do you have a plan for retirement that includes your children’s financial future?

    Navigating your finances isn’t easy. It’s not easy to decide when and where you will invest your money. If you’re searching for answers to these questions, Retirement Income Strategies is here to offer assistance. Our financial professionals are here to help you create a brighter financial future.

    One of the great financial products that we offer in Middleton are fixed annuities. Fixed annuities may be unfamiliar to most people. If you fit this criteria, we can help. We’ll teach you about fixed annuities and help you decide if it is the right choice for you.

    What are fixed annuities?

    Annuities operate as an agreement between an individual and a financial institution, similar to an insurance policy. The individual pays a premium that will, at a predetermined time, be returned to the individual with the additional value of the investment. 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.

    Advantages of fixed annuities

    Fixed annuities have many great benefits that make them a productive investment option. Here are a few of them:

    • Safety – With a fixed interest rate, you know what to expect down the road.
    • Tax deferral – Every cent put into your annuity will be free from taxes until you withdraw your investment.
    • Shelter from creditors – In most cases, creditors cannot touch annuity investments. Annuities are absolutely safe from probate proceedings.

    More Questions? Call Retirement Income Strategies for Answers

    Please contact our Middleton office today to schedule a consultation and learn more about fixed annuities.

    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.