You’ve worked a lifetime to get to this point.
WE’RE HERE TO HELP YOU TAKE THE NEXT STEP.


Our Team

Retirement Income Planning llc is a 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 can 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 helping you meet 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!

Mark-S.-Farnan-1

Mark S. Farnan President

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, just 35 percent of pre-retirees have a plan for how much money they will spend each year in retirement and where that money will come from. Additionally, 65 percent are at least somewhat concerned that their savings and investments won’t keep up with inflation.1

That’s where we come in.

We use sound financial strategies to build a long-lasting retirement plan. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as necessary and build an income strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.

1 Greenwald & Associates. Society of Actuaries. May 2020. "2019 Risks and Process of Retirement Survey.” Accessed Feb. 22, 2021.

retirement-income

Retirement Income

investments

Investments

wealth-management

Wealth Management

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

annuities

Annuities

asset-protection

Asset Protection Strategies

long-term-care

Long-Term Care Strategies

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IRA/401(k) Rollovers

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.