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Retirement Income Planning
Retirement Income Planning llc is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. The firm provides...
Overview
Retirement Income Planning llc is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. The firm provides clients with customized retirement plans and investment management services, with a focus on creating a plan that can help provide a source of income that will last a lifetime. It offers a variety of planning services and investment strategies aimed at helping clients meet retirement objectives and matching portfolio risk to personal risk tolerance.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Madison
Principals
Mark S. Farnan
President
Leonard D. Meske
Financial Professional
Ping Sun
MBA, Financial Professional
Swati Sugandh
Retirement Plan Specialist
Nick Knoche
Director of Marketing
Karen Brunker
Financial Case Manager/Corporate Controller
Tanay Rivera
Executive Assistant to Mark S. Farnan
Sherry J. Yaun
Special Projects Coordinator
Janet Farnan
Marketing Associate
Sector focus
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