# Retirement Income Planning

Retirement Income Planning is a RIA based in Madison, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Madison, United States
- **Region:** North America
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** retirementincomeplanningllc.com
- **LinkedIn:** https://www.linkedin.com/company/retirementincomeplanningllc

## Regulatory record

- **CRD number:** 330113
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330113

## About

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.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- 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

## Related profiles

- [PANDI](https://altss.com/profile/pandi-llc)

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Last updated: 2026-08-11T15:07:57.118Z

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