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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?

Contact Our Team

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

A head shot of Len Meske, Financial Professional

Len Meske

Annuities • Retirement • Life

len@riplanningllc.com

 

 

ping-web

Ping Sun

Financial Professional

ping@riplanningllc.com

 

A head shot of Nick Knoche, Marketing Associate

Nick Knoche

Director of Marketing

nick@riplanningllc.com

 

karen

Karen Brunker

Financial Case Manager/Corporate Controller

karen@riplanningllc.com

A head shot of Sherry Yaun, Executive Assistant to Mark S. Farnan

Sherry Yaun

Special Projects Coordinator

sherry@riplanningllc.com

 

Retirement Income Planning llc is on LinkedIn and Facebook!

 

Click on the logos to view our company pages.