• 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 making a plan for your financial future? Have you thought about how you will save for retirement? You cannot procrastinate these important choices.

    Anyone that has been down this road before can tell you how tough it can be. There are many different options to consider in order to make the right choice. At Retirement Income Strategies in Sun Prairie, we help people find the answers to these and other questions about life insurance, annuities, and other financial products. One resource that has helped many of our clients achieve financial stability is variable annuities.

    Think for a minute about a financially-secure retirement and what you would be able to do with this kind of freedom. It’s possible, and Retirement Income Strategies can help you achieve a retirement like this.

    One great option for financial planning are variable annuities. As your financial professional, we hope to show you what annuities are without baffling you with complex equations.

    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, such as the option between regular payments or a lump sum and tax-deferred growth. But there are also some major differences.

    The variable annuity death benefit is one difference. If you pass away before the insurance company has made payments to you, your beneficiary will be given a specified amount.

    Variable annuities also mix properties of tax-deferred retirement savings plans, mutual funds, and life insurance. To learn more about these unique investments, call Retirement Income Strategies, Sun Prairie’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

    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.