Welcome!
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!
GET INSTANT ACCESS TO OUR 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!
RISK QUESTIONNAIRE 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 Planning
We can show you which types of investments may work best within your overall financial strategy to help 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 could be an option for you.
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 principally protected.
Asset Protection
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Medicare Benefit Solutions
We are here to help you with your initial Medicare needs or to review your current coverage. We can assist you with Medicare supplemental insurance, Medicare Advantage Plans, Prescription Drug plans, long-term care, critical care, and individual health insurance.
IRA/401(K) Rollovers
We can help you determine if a rollover is the right move for you.
IRA Legacy Planning
If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.
Meet Our President Mark S. Farnan
Since 1992, Mark S. Farnan has been helping individuals, couples, and business owners pursue their retirement goals. Now as the president of Retirement Income Planning, llc, Mark specializes in developing income designs while helping our clients work toward their retirement goals.
The Retirement Income Planning, llc Team Meet Your Team
Your team has years of combined knowledge and experience in financial services and serving people’s needs.
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