• 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

    Have you begun actively planning a gameplan for your financial future? Do you know how you want to save for retirement? No matter who you are, now is the time to make these choices.

    But that doesn’t mean that making the right choice is a piece of cake. There are many factors, short-term and long-term, that need to be considered. Retirement Income Strategies strives to help provide answers to these questions by guiding our Middleton clients to annuities, life insurance, and other financial products. Variable annuities are one such option that has helped us direct many of our customers toward financial security.

    If you could have a retirement that was 100% financially secure, what would you do with it? It’s possible, and Retirement Income Strategies is here to help you achieve a blissful retirement.

    Variable annuities are a great investment for the future. We know that annuities may be scary 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 right choice.

    Variable Annuities

    A variable annuity is a financial investment that is, well, variable. There are lots of similarities between variable annuities and other types of annuities, like the option between scheduled payments or a lump sum and tax-deferred growth. But there are also some major differences.

    The variable annuity death benefit is one difference. This benefit functions by giving a specified amount to your beneficiary if you pass away before your insurer has made payments to you.

    Variable annuities also mix properties of life insurance, tax-deferred retirement savings plans, and mutual funds. Contact Retirement Income Strategies, your trusted financial professionals in Middleton, to learn more about available opportunities near you.

    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.