• 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

    Has your financial future been on your mind a lot lately? Have you thought about how you will plan for your future to make sure you have a stress-free retirement and a future for your family that’s financially secure?

    It takes a lot of hard work to figure out your own finances. Deciding where your money should be placed is a difficult question to answer. But these types of questions should be asked (and answered) at some point. Retirement Income Strategies helps people in Verona, WI with finding answers to questions about annuities, life insurance, and other financial products. As financial professionals, we will help you secure your financial future.

    One of the great financial products that we provide in Verona are fixed annuities. Like all annuities, fixed annuities are unfamiliar to many people. Our team can help you learn about this product and work with you to decide if it is a good fit.

    What are fixed annuities?

    Annuities operate as a contract between an individual and a financial institution, similar to an insurance policy. The individual will be given a lump sum or incremental payments after paying their premium for a predetermined time frame. With fixed annuities, the owner receives a locked interest rate for a specified length of time. This option is great for someone looking for an investment that is safe and low-risk.

    Benefits of fixed annuities

    Fixed annuities have been lauded for years as a effective investment strategy accompanied by major benefits. Here are a few:

    • Low-risk investment – As an investor, you’re guaranteed to receive your investment in the future.
    • Tax deferral – Fixed annuities are tax-deferred, which means this money won’t be taxed until you withdraw your investment.
    • Shelter from creditors – In most cases, creditors are barred from annuity investments. Annuities are absolutely safe from probate proceedings.

    Contact Retirement Income Strategies

    Please call our office today to arrange a consultation and learn more about fixed annuities.

    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.