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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

Mark S. Farnan

President

Since 1992, Mark S. Farnan has been helping individuals, couples and business owners pursue their current and future financial freedom through careful analysis and planning. Now as the president of Retirement Income Planning llc, Mark specializes in retirement income planning and estate planning while helping clients work toward their retirement dreams.

During his decades-spanning career in financial services, Mark worked in management positions for three Fortune 500 companies — Thrivent Financial, New York Life and MetLife — prior to founding Retirement Income Planning llc in 2012.

Mark is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the NAIFA statewide Governing Affairs Committee. Additionally, he has trained and mentored over 125 financial professionals and has been featured nationally by U.S. News & World Report and locally by WTMJ-Milwaukee, WMTV-Madison and WKOW-Madison for his respected financial insights.

Mark is dedicated to improving lives of clients, not just with their financial situations but also with their quality of life. He previously served on the board of directors of the Children’s Heart Fund and The Actor’s Theatre and as vice president of the St. Paul Historic Preservation Commission. Mark resides in Madison and enjoys spending time with family and friends when away from the office.

Email: mark@riplanningllc.com

Learn More

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

ira-401k-rollovers

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.