• 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.

  • Sun Prairie Variable Annuities

    Are you preparing a strategy for your financial future? Do you know how to save for retirement? You cannot procrastinate these important decisions.

    That said, making the right decisions can be tough. There are many different options to think about in order to do the right thing. The staff at Retirement Income Strategies is here to make this process easier by providing information about annuities, life insurance, and other financial products. Variable annuities are one such option that has helped us direct many of our clients toward financial security.

    Imagine a financially secure retirement, a future where you have the ability to travel, remodel your home and spend time with family. This is more than just a fantasy. Retirement Income Strategies can help make this scenario become a reality.

    Variable annuities are a terrific way to prepare for the financial aspect of your future. As financial professionals, we want to reveal what annuities are all about without baffling you with complex equations.

    Variable Annuities

    As you may have guessed, there is a lot of uncertainty involved with variable annuities. A variable annuity can either be paid for with one large payment or several smaller payments. This may sound exactly like fixed annuities, and there multiple parallels between the two (tax deferment, the choice of lump sums or regular payments, etc.), but there are major differences between the two kinds of investments.

    One difference is the death benefit. If you die before the insurance company has begun making payments to you, your beneficiary is guaranteed to receive a specified amount.

    With variable annuities, you will also find some of the properties of tax-deferred retirement savings plans, mutual funds, and life insurance. Call Retirement Income Strategies to learn more about available investment opportunities in Sun Prairie.

    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

    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.