Contact Us

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 security.

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

Phone: 608.807.1100
Fax: 608.338.1995

2310 Crossroads Drive, Suite 4700
Madison, WI 53718

Milwaukee Office

Phone: 262.780.1554
Cell: 920.342.8047

200 S. Executive Drive, Suite 101
Brookfield, WI 53005

Who to Contact?

Schedule an appointment:
- Karen
Questions about account transfers/new accounts:
- Karen
Questions about securities/securities accounts:
- Dave or Karen
Questions about your accounts:
- Karen
Change of address or beneficiaries:
- Karen
Questions about client events:
- Nick or Sherry
Questions about the Flat Mark competition:
- Nick
Marketing opportunities for Retirement Income Planning llc:
- Nick
Questions about our website or social media accounts:
- Nick
Questions regarding fixed-rate annuities:
- Len
Questions regarding the Milwaukee Office:
- Len