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.
"Time is of the essence when planning for retirement."
- Mark S. Farnan
Your Team: We have 148 years of combined knowledge and experience in financial services and serving people’s needs.
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.
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.
Director of Financial Planning
Kayla holds professional designations from The American College of Financial Services as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL) and Retirement Income Certified Professional (RICP).
Kayla has 20 years of experience in financial services. She has comprehensive planning and portfolio management experience and oversees our investment and securities accounts. She also assists with the retirement and income planning we perform on behalf of our clients in Madison and Milwaukee and the surrounding areas.
Leonard D. Meske
Life, Annuity & Income 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).
Client Services Specialist
Deb Davis has joined Retirement Income Planning llc 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.
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To schedule time to discuss your retirement goals and planning for your future, call us today at 608.807.1100 today!
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