• 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 Verona

    Are you thinking about what your finances will look like down the road? Have you come up with a plan that includes your retirement and the financial well-being of your children?

    Navigating your finances isn’t simple. It’s not easy to figure out when and where you will invest your money. If you’re looking for help finding the answer to questions about financial products, such as annuities and life insurance, Retirement Income Strategies is here to offer help. As financial professionals, we will help you stabilize your financial future.

    For many of our clients in Verona, investing in fixed annuities is a great choice for planning for the future. Despite the advantages, many people are unfamiliar with fixed annuities. 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 an insurance policy, is a contract between a person and a financial organization. The individual will receive a lump sum or incremental payments after paying their premium for a predetermined time frame. With a fixed annuity, the owner is given a locked interest rate for a certain period of time. This is is ideal for anyone looking for something that has minimal risk.

    Benefits of fixed annuities

    Here are a few of the advantages of fixed annuities:

    • A safe investment – With a fixed interest rate, you know what to expect down the road.
    • Tax deferral – Your money will not be taxed until the day you withdraw your investment.
    • Shelter from creditors – In most situations, creditors are barred from annuity investments. Annuities are absolutely safe from probate proceedings.

    Contact us

    Ready to learn more about fixed annuities? Please call our office in Verona today.

    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.

    » 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.