• 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 plan for your financial future? Have you decided how to save for your retirement? People are living longer and longer lives now, which means that smart retirement decisions are more important than ever before.

    Anyone that has been down this road before can tell you how draining it is. There are many factors, short-term and long-term, that must be taken into account. The team at Retirement Income Strategies is here to make this process easier by providing information about life insurance, annuities, and other financial products. Variable annuities are one option that has helped us direct many of our customers toward financial stability.

    If you could have a retirement that was 100% secure financially, what would you do with it? This isn’t impossible. You can live this type of life and Retirement Income Strategies can help make it happen.

    One great option for financial planning are variable annuities. We recognize that annuities may be confusing to you, but that’s why we are here. Our financial professionals can show you what you need to know and help you make the best choice.

    Variable Annuities

    A variable annuity is a financial investment that is, well, variable. There are some key similarities between variable annuities and other annuities. These include tax-deferred growth and the option between scheduled payments or a lump sum. But there are some differences, as well.

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

    With variable annuities, you’ll also see some of the properties of life insurance, tax-deferred retirement savings plans, and mutual funds. 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.

    » 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.