• 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.

  • Fixed Annuities Throughout Sun Prairie

    Have your finances been on your mind a lot recently? Have you planned out your future to make sure you have a stress-free retirement and a future for your kids that’s financially stable?

    Navigating the world of finance isn’t easy. It’s not easy to figure out when and where you will invest your money. But these are questions need to be asked (and answered) at some point. Retirement Income Strategies helps people in Sun Prairie, WI with finding answers to questions regarding financial products, such as annuities and life insurance. As financial professionals, we will help you balance your financial future.

    One of the exciting financial products that we offer in Sun Prairie are fixed annuities. Fixed annuities may be a mystery to the general public. If you fit this criteria, we can help. We’ll teach you about fixed annuities and help you determine if it is a good fit for you.

    What are fixed annuities?

    An annuity, much like life insurance, is an agreement between a person and a financial organization. After making premium payments, the owner of the annuity will be given a lump sum or incremental payments. A fixed annuity comes with an interest rate that is locked in (for a certain period of time) when the investment is agreed upon. This option is great for anyone looking for something that has minimal risk.

    Advantages of fixed annuities

    Here are some of the great advantages of fixed annuities:

    • Predictability – As the investor, you’re guaranteed to receive your investment in the future.
    • Tax deferral – Every penny invested into your annuity will be safe from taxes until you withdraw your investment.
    • Shelter from creditors – Annuities cannot be touched by creditors in most situations and are safe from probate proceedings.

    Contact us

    If you have questions about fixed annuities or want to schedule a consultation, please call our office in Sun Prairie.

    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.