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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!

retirement-kit

Our Next Phase Planning Tool

Learn about our Next Phase analysis, which assists us in developing a comprehensive retirement strategy to meet your needs. Click the image to understand Next Phase planning.

riskalyze

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.

Box 1

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!

Box 2

Investments & Wealth Management

You may be able to use time to your advantage when investing for wealth accumulation.

Box 3

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.

Box 4

Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

Box 5

Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

Box 6

Asset Protection

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

Mark-Farnan-photo-February-updated

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.

Staff photo july 2018

Your Team: We have 117 years of combined knowledge and experience in financial services and serving people’s needs.

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