• 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 you begun to seriously consider your financial future? Have you planned out your future to ensure a stress-free retirement and a future for your children that’s financially sound?

    Navigating your finances isn’t simple. It’s not easy to determine when and where you will invest your money. But these types of questions need to be asked (and answered) at some point. At Retirement Income Strategies, we help our clients discover the answers to these and many other questions about annuities, life insurance, and other financial products. Our financial professionals are here to help you stabilize your financial future.

    One of the exciting financial products that we provide in Middleton are fixed annuities. Fixed annuities may be a mystery to most people. Our staff can help you learn about this product and work with you to decide if it is the right choice.

    What are fixed annuities?

    Like life insurance, annuities work as an agreement between a financial organization and an individual. The owner of the annuity pays a premium that will, at a predetermined date, be returned to the individual with the additional value of the investment. With a fixed annuity, the owner gets a locked interest rate for a specified period of time. This provides the owner with safety and predictability.

    Benefits of fixed annuities

    Fixed annuities have been touted for years as a unique investment strategy accompanied by incredible benefits. Here are some of them:

    • Safety – As an investor, you’re guaranteed to receive your investment in the future.
    • Tax deferral – Every cent invested into your annuity will be safe from taxes until the day you withdraw your investment.
    • Shelter from creditors – Annuity investments cannot be touched by creditors in most situations and are safe from probate proceedings.

    More Questions? Call Retirement Income Strategies for Answers

    Ready to learn more about fixed annuities in Middleton? 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.