Retirement Income Planning llc

Retirement Income Planning llc is a financial planning and investment management firm that builds customized retirement plans meant to provide income lasting a lifetime. Its services include retirement income planning, estate and legacy planning, IRA and 401(k) rollovers, tax-efficient strategies, annuities, life insurance, long-term care planning, and Medicare and individual health insurance guidance.

The firm describes itself as an independent financial services firm and says its portfolios are matched to each client's personal risk tolerance. Clients can start with a complimentary consultation, and the firm offers an online Color of Money risk assessment. It has offices in Madison and Brookfield, Wisconsin, and the Madison office at Crossroads Drive is the one to contact for the monthly Wealth Report.