Updated:
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...
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 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
Frequently asked questions
What is Retirement Income Planning?
Retirement Income Planning is a ria headquartered in Madison, United States.
When was Retirement Income Planning founded?
Retirement Income Planning was founded in 2012.
Where is Retirement Income Planning headquartered?
Retirement Income Planning is headquartered in Madison, United States, in the North America region.
What does Altss track for Retirement Income Planning?
Altss maintains an OSINT-verified profile of Retirement Income Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Retirement Income Planning's website?
Retirement Income Planning's public website is retirementincomeplanningllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Retirement Income Planning?
Retirement Income Planning is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Retirement Income Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Retirement Income Planning's Altss profile last updated?
Retirement Income Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: