• 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 your finances isn’t simple. It can also be quite stressful to decide where and when you need to invest your hard-earned money. If you’re searching for answers to these questions, Retirement Income Strategies is here to offer help. As financial professionals, we will help you secure your financial future.

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

    What are fixed annuities?

    Annuities work as a contract between a person and a financial organization, similar to an insurance policy. After paying a premium, the owner of the annuity will be given a lump sum or incremental payments. Fixed annuities get their name from their interest rates that are locked in at the time of purchase. Anyone looking for a low-risk, predictable option will appreciate this investment.

    Benefits of fixed annuities

    Here are a few of the great benefits of fixed annuities:

    • A safe investment – You know exactly what to expect with this kind of investment.
    • Tax deferral – Your money won’t be taxed until the day you withdraw your investment.
    • Shelter from creditors – Annuities are safe from probate proceedings and cannot be touched by creditors in most situations.

    Contact Retirement Income Strategies

    If you have questions about fixed annuities in Verona or you’d like to schedule a consultation, contact our office 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.

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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.