• 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

    Have you begun planning a plan for your financial future? Have you determined how to save for retirement? You can’t procrastinate these important decisions.

    But making the right decisions isn’t simple. There are many different options to consider in order to make the right choice. Retirement Income Strategies strives to help provide answers to these questions by guiding our clients in Middleton to life insurance, annuities, and other financial products. Variable annuities are one option that has helped us point many of our clients toward financial stability.

    Imagine a comfortable retirement, a future where you have the ability to travel, update your home and spend time with family. This isn’t an impossible dream. You can attain this type of life and Retirement Income Strategies can help make it happen.

    One great choice to plan for the financial aspect of your future are variable annuities. We know that annuities may be daunting and unfamiliar to you, but that’s why we are here. Our financial professionals can teach you what you need to know and help you make the right choice.

    Variable Annuities

    Variable annuities are a financial investment that are, well, variable. There are several similarities between variable annuities and other types of annuities, such as the option between regular payments or a lump sum and tax-deferred growth. But there are also differences.

    Variable annuities include a death benefit. This benefit works by giving a specified amount to your beneficiary if you pass away before your insurer has made payments to you.

    There are more variables. Variable annuities combine features of mutual funds, life insurance, and tax-deferred retirement savings plans. Contact Retirement Income Strategies, your trusted financial professionals in Middleton, to learn more about available investment opportunities.

    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.

    » 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

    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.