• 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.

  • Middleton Variable Annuities

    Are you preparing a strategy for your financial future? Have you thought about how to save for retirement? No matter who you are, these choices are quite important.

    That said, making the right decisions can be tough. There are many different options to think about in order to do the right thing. The team at Retirement Income Strategies is here to make this process easier by providing helping Middleton clients with life insurance, annuities, and other financial products. With a variable annuity, many of our clients have been able to get closer to financial stability.

    Think for a minute about a secure retirement and what you would do with this type of flexibility. This isn’t a pipe dream. You can live this type of life and Retirement Income Strategies can help make it a possibility.

    Variable annuities are a great way to plan for the financial part of your future. Our financial professionals can help you learn exactly what you need to know about fixed index annuities, without confusing you.

    Variable Annuities

    As you may have anticipated, there is a lot of variability involved with variable annuities. There are many similarities between variable annuities and other types of annuities, such as tax-deferred growth and the choice between regular payments or a lump sum. But there are also differences.

    One difference is the death benefit. If you pass away before the insurance company has begun making payments to you, your beneficiary will be given a specified amount.

    With variable annuities, you’ll also find some of the properties of mutual funds, life insurance, and tax-deferred retirement savings plans. Call Retirement Income Strategies, your trusted financial professionals in Middleton, to learn more about available investment opportunities.

    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.