Welcome!
Retirement Income Planning llc is a fiduciary financial services firm that has offices in Madison and Brookfield, Wisconsin. The Retirement Income Planning llc team provides our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services. Our focus is on creating a plan for you that will provide you with a source of income that will last your lifetime. We do this by offering you a variety of planning services and investment strategies that are aimed at meeting your retirement objectives. We also make sure that the risk of your investment portfolio matches your personal risk tolerance. So if you do not like taking risks, we will make sure that your portfolio reflects that. We are here to ensure that you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We look forward to meeting you and getting to know your story!
To learn more about how the Retirement Income Planning llc team can be of assistance to you,
CALL US TODAY AT 608-807-1100!
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Retirement Planning Kit
Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
Is the way your portfolio is currently invested an accurate reflection of your current risk temperament?
Complete our Riskalyze questionnaire to receive your confidential risk temperament score.
Retirement Income
We can show you which types of investments may work best within your overall financial strategy to provide sufficient income in retirement. Being able to fulfill your retirement goals is very important!
Investments & Wealth Management
You may be able to use time to your advantage when investing for wealth accumulation.
Life Insurance
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.
Tax-Efficient Strategies
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
Annuities
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.
Asset Protection
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Mark S. Farnan
President
Since 1992, Mark S. Farnan has been helping individuals, couples and business owners pursue their current and future financial security through careful analysis and planning. Now as the president of Retirement Income Planning llc, Mark specializes in long-term investments, retirement income planning and estate planning while helping clients work toward their retirement dreams.
Your Team: We have 136 years of combined knowledge and experience in financial services and serving people’s needs.
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