Building Your Choice for Retirement
Identifying and executing time-tested and innovative strategies to secure your financial future. Working with a trusted, fiduciary advisor to experience the confidence and freedom of an Optimized Retirement Plan.
Your Optimized Retirement
Plan Starts Here
Building Your Choice for Retirement
Identifying and executing time-tested and innovative strategies to secure your financial future. Working with a trusted, fiduciary advisor to experience the confidence and freedom of an Optimized Retirement Plan.
Richon Planning
Customized Financial Strategies
Richon Planning provides a comprehensive, fiduciary approach to wealth management. Our services are not limited to just one aspect of your financial life; we encompass it all.
Investment
Management
Investment Management
With a fiduciary advisor, you will receive financial oversight, guided by your financial goals and interests.
Retirement Planning
Understand the path to achieve your ideal retirement, including savings, investment strategies, and managing assets and risk.
Estate Planning
Construct a plan to effectively preserve, protect, leverage, and pass on your wealth to family and loved ones.
Tax Planning
Strategically reduces your overall tax liability, leading to significant financial savings over time.
Insurance
Secure insurance coverage at affordable rates and make your dollars go further when you need them the most.
Risk Management
Identify potentially life altering financial risks and strategize on how to effectively address them.
What Others Say About Us
Mary B.December 8, 2023 I truly cannot say enough amazing things about Peter. I had so many financial questions and after a 30 minute call with him, I felt more confident than ever with where I need to be and how to get there. Super knowledgeable and helpful. I know I can reach out to him at any time and he will be happy to help. I look forward to working with him on all of my investment account needs. SpookloopsMarch 16, 2023 It was very easy to book a consult with Peter and he was very accommodating with both the time and setting up a virtual consult. He was very patient with all of my questions and provided clear, easy to understand answers. I've met with a few planners over the years, but this was my most down to earth experience with one and I hope to do business with him again in the future. Jennifer RenfroeDecember 24, 2022 From what I’ve seen, the Richon Planning group is very active in their community; caring and helping those who need it. They definitely give back. Anyone who cares for those around them that don’t even do business with them will always get my business and or recommendation. It really speaks to their character. Danyelle HollandJuly 13, 2022 The Richon’s are very knowledgeable, experienced and enthusiastic! Awilla RodriguezJuly 13, 2022 What a great experience I had with Amber she is caring and genuinely cares for you. She has been great help when I needed her the most. Jennifer KennedyJuly 13, 2022 I have been incredibly thankful for Peter, Amber, and their team for getting me centered on a path to financial wellness! Being a small business owner myself, it's been impactful to engage with them and their services in supporting my efforts to increase my business. On a personal level, I feel more confident about my family's finances. They are always receptive of questions, and provide amazing insight into my retirement funds. Kelly AllisonAugust 31, 2021 Peter is a phenomenal financial planner. He is professional and trustworthy. If you are looking for a good financial planner, Peter is your guy. David ScholzeAugust 24, 2021 I and my wife are so grateful for Peter and Amber Richon at Richon Planning, LLC. We learned about them through Dave Ramsey and the Total Money Makeover. They help you out in starting small with the Baby Steps, working hard for you challenging you too always strive for better, finding Joy in Life and enjoying every task that you do working on budget and financing. They inspire others and encourage you to do the same. I have learned too practice Every Day to work on our budget. We are also learning to Mature Great Friendships along with creating greatness. They treat you like family and are very kind in the way they check to see how you are doing in your goals that they help you to see and accomplish. David and Connie Scholze Bachir El KoussaMay 26, 2021 I found Richon Planning via Dave Ramsey and they were very professional and gave good and sound advice regarding my 401k and HSA accounts.
Start here
What You Can Expect
- Clarity and Confidence
We believe that true financial empowerment comes when you possess the knowledge to make the next right decision with confidence.
- Proactive Guidance
We stay current with market challenges or opportunities, allowing us to adjust your financial strategy at any time.
- Educational Approach
We host ask-me-anything forums, offer curated resources, and provide platforms to help you foster a deeper understanding of finances.
About Richon Planning
Providing a Clear Path to Financial Stability
Founded by Peter Richon, an experienced professional and author with a notable distinction as a Dave Ramsey SmartVestor Pro, our firm has a solid foundation built on 15 years of industry know-how. Our method is anchored in clarity, openness, and trust. We make the complex world of finance easier to navigate, ensuring a clear path to financial stability.
- Financial Advice
- Personalized Strategies