Schedule a Visit With
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Envision the life you want to lead
If you can envision the life you want to lead, we can help you develop a financial and investment strategy designed to keep you on the path to your goal.
It is important to feel you have control over your future. At Retirement Income Planning llc, we offer our experience and knowledge to design a specific plan of action that helps you work toward financial independence and confidence.
We are an independent financial services firm helping individuals, couples, and business owners create investment and retirement income plans, including custom devised income plans, to help meet their needs and objectives.
If you would like to learn more about Retirement Income Planning llc or would like to schedule a no-obligation meeting, contact us today!
To contact us, you can call our Madison office at 608.807.1100, email us at team@riplanningllc.com, or schedule a time to talk with Retirement Income Planning llc president and advisor, Mark Farnan, on the calendar below.
*The calendar below is intended for clients and prospective clients. It is not to be used for business-to-business soliciting purposes.
Madison Office
2310 Crossroads Drive, Suite 4700
Madison, WI 53718
608.807.1100
608.338.1995
team@riplanningllc.com
Monday - Friday: 8:00AM - 4:30PM
Milwaukee Office
200 S. Executive Drive, Suite 101
Brookfield, WI 53005
262.780.1554
920.342.8047
team@riplanningllc.com
Monday - Friday: 9:00AM - 5:00PM
Who To Contact?
Schedule an appointment
– Sarah
Questions about account transfers/new accounts:
– Karen
Questions about securities/securities accounts:
– Steve or Karen
Questions about your annuity or life insurance contracts:
– Karen
Questions about Medicare or individual health plans:
– Robert
Questions about your retirement analysis and income plan:
– Swati
Change of address, contact info, or beneficiaries:
– Karen
Questions regarding fixed-rate annuities:
– Len or Ping
Questions regarding life insurance contracts:
– Ping or Swati
Questions regarding the Milwaukee Office:
– Len
Questions about client events:
– Nick
Questions about our website or social media accounts:
– Nick
Sarah Quam
Administrative Coordinator
sarah@riplanningllc.com
Karen Brunker
Financial Case Manager/Corporate Controller
karen@riplanningllc.com
Steve Krueger
Director of Financial Planning & Investment Management
steve@riplanningllc.com
Swati Sugandh
Retirement Plan Specialist
swati@riplanningllc.com
Len Meske
Financial Professional
len@riplanningllc.com
Ping Sun
Financial Professional
ping@riplanningllc.com
Robert Rathmanner
Medicare & Individual Health Advisor
robert@riplanningllc.com
Nick Knoche
Director of Marketing
nick@riplanningllc.com
Reach Out To
Our Office
To learn more about how the Retirement Income Planning, llc team can be of assistance to you,
call us today at 608.807.1100 or fill out the form below.