• 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.

  • Invest in Annuities to Secure Your Future in Sun Prairie WI

    There is a good chance that you haven’t thought enough about your retirement. Lots of families haven’t yet secured their retirement. Maybe you want to keep your retirement as secure as possible. Many retirement funds won’t let you invest large amounts of money at one time. Annuities aren’t hindered with that restriction, allowing you to invest heavily in your retirement. There are several important factors in setting up an annuity. You will decide how the annuity will be paid, the payout schedule, and who will get the funds after your death. By talking with your financial advisor, you can find out if an annuity is your best option. An advisor will help you understand your investment.

    Direct and Agent Sold Investments Have a Value

    Direct sold annuities can seem like an attractive choice. There is not any agent involved in a direct sold annuity. This means that you don’t get their management – or pay their commission. Regardless of whether your assets are managed or not, you want to make sure that you are getting the best value you can out of them. By talking to an independent financial planner, you can decide if a direct sold or agent sold annuity will better suit your needs.

    Contact Retirement Income Strategies in Sun Prairie WI

    If you feel like learning more about retirement, speak with your independent financial planner. You should begin saving your money correctly, right now. An annuity will prepare you for retirement – invest in one before it’s too late.

    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.