• 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.

  • Variable Annuities in Middleton, WI

    Are you making a strategy for your financial future? Have you figured out how you want to save for retirement? You can’t procrastinate these important choices.

    But making the right choices isn’t simple. There are many short- and long-term factors that need to be taken into account. At Retirement Income Strategies, we help people find the answers to these and other questions about annuities, life insurance, and other financial products. One solution that has helped many of our customers obtain financial security is variable annuities.

    Imagine a financially secure retirement, a future where you have the ability to travel, remodel your home and spend time with family. This is more than just a fantasy. Retirement Income Strategies can help make this scenario become a reality.

    Investing in variable annuities may be the best way to plan for the future. As financial professionals, we want to show you what annuities are without confusing you with complex equations.

    Variable Annuities

    Variable annuities are a financial investment that are, well, variable. A variable annuity can either be paid for with one large payment or several smaller payments. This may sound just like fixed annuities, and there several comparisons between the two (tax deferment, the choice of lump sums or regular payments, etc.), but there are big differences between the two types of investments.

    The death benefit found in variable annuities is one difference. If you pass away before the financial institution has begun making payments to you, your beneficiary is guaranteed to receive a specified amount.

    There are more variables. Variable annuities combine properties of mutual funds, life insurance, and tax-deferred retirement savings plans. To learn more about these unique investment opportunities, contact Retirement Income Strategies, Middleton’s most trusted financial professionals.

    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.

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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.