About our Firm

Here’s our story. We look forward to hearing yours.

At Retirement Income Planning llc, our sole focus is YOU.

We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of planning services and investment strategies to help achieve the objectives.


The team at Retirement Income Planning llc is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Clock (002)

This 250-year-old English grandfather clock graces the entryway and greets our clients as they enter our Madison offices.

"Time is of the essence when planning for retirement."

- Mark S. Farnan



Retirement Income Planning llc Team Photo

Your Team: We have 136 years of combined knowledge and experience in financial services and serving people’s needs.

Mark Farnan congratulating our client Jenny on her successful completion of the Ironman (actually Ironwoman!) last fall.

Mark Farnan congratulating our client, Jenny, on her successful completion of the Ironman (actually Ironwoman!) last fall.

Mark S. Farnan


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.

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


Leonard D. Meske

Financial Professional

Len has 25 years of experience in helping individuals and couples meet their financial needs. Len builds strong relationships with his clients and is well respected for his professionalism and integrity. He has a Bachelor of Science from the University of Wisconsin-Oshkosh and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Len joined Retirement Income Planning llc in January of 2016.


Email: len@riplanningllc.com

Matt McKelvey- Director of Financial Planning, Retirement Income Planning llc

Matt McKelvey

Director of Financial Planning

Matt joined our firm in August of 2019 as the director of financial planning. Matt's education in business and finance from UW-Green Bay prepared him for the responsibilities of managing our clients' financial portfolios and preparing their financial plans.


Email: matt@riplanningllc.com

Nick Knoche - Marketing Associate

Nick Knoche

Marketing Associate

Nick joined Retirement Income Planning llc in August of 2019 as a marketing associate. He recently graduated from UW-Madison with a degree in marketing. Nick's responsibilities include client communication, analysis, and marketing initiatives including our well-regarded client Christmas brunch, our Mallards client appreciation day, and our new educational seminars.


Email: nick@riplanningllc.com

Sherry Photo Cropped

Sherry J. Yaun

Executive Assistant to Mark S. Farnan

Sherry is going into her 40th year in the financial services field, all on the administrative side of the business holding several positions including clerical management and as an Executive Assistant. Working with clients and witnessing the positive changes great financial planning makes in our client's lives is what she enjoys the most. Sherry joined Retirement Income Planning llc on January 2, 2013.

Her free time is spent with her family and friends. She enjoys attending any events which include her family members or many friends. She also enjoys cheering on all Wisconsin sports.


Email: sherry@riplanningllc.com


Julie Reff

Financial Case Manager

Julie came to us with an extensive background in administration and project management. Julie fills a new position as our financial case manager. She will be assisting with important case management responsibilities and business processing.


Email: julie@riplanningllc.com

Deb Website

Deb Davis

Special Projects Administrator

Deb joined Retirement Income Planning llc in the spring of 2019 as a client services specialist. She previously worked for 32 years at a major insurance company as an Assistant Vice President of Underwriting. She has also worked at a local athletic club as a group fitness instructor for many years. In winter, she enjoys vacationing anywhere that has sun, sand, and water. She spends warm weather camping in Wisconsin. Deb and her husband are also avid billiards players.



To schedule time to discuss your retirement goals and planning for your future, call us today at 608.807.1100 today!

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!


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.


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 llc is on LinkedIn and Facebook!


Click on the logos to view our company pages.

Call Now Button