• 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

    Have you started seriously considering your future finances? Do you have a retirement plan that includes your children’s financial future?

    Navigating the world of finance isn’t simple. It’s not easy to figure out when and where you will invest your money. Retirement Income Strategies is here to help people in Verona, WI with finding answers to questions regarding annuities, life insurance, and other financial products. As financial professionals, we’ll help you stabilize your financial future.

    For many of our Verona clients, investing in fixed annuities is a great choice for planning for the future. The specifics of a fixed annuity may be unfamiliar to the general public. But don’t let this keep you from pursuing this option. We can teach you about fixed annuities and help you decide if it is the best option.

    What are fixed annuities?

    An annuity, much like an insurance policy, is a contract between a person and a financial institution. The individual will be given a lump sum or incremental payments after paying their premium for a predetermined schedule. A fixed annuity includes an interest rate that is “fixed” (for a set period of time) when the investment is agreed upon. Anyone looking for a low-risk option will appreciate this investment.

    Benefits of fixed annuities

    Fixed annuities have been lauded for years as a singularly unique investment strategy accompanied by major advantages. Here are some of them:

    • Predictability – Unlike many investments, you are certain to receive the money that you have invested.
    • Tax deferral – Every cent invested into your annuity will be free from taxes until the day you withdraw your investment.
    • Shelter from creditors – Annuity investments cannot be touched by creditors in most situations and are safe from probate proceedings.

    Contact us

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

    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

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    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.