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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
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 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.
With a fiduciary advisor, you will receive financial oversight, guided by your financial goals and interests.
Understand the path to achieve your ideal retirement, including savings, investment strategies, and managing assets and risk.
Construct a plan to effectively preserve, protect, leverage, and pass on your wealth to family and loved ones.
Strategically reduces your overall tax liability, leading to significant financial savings over time.
Secure insurance coverage at affordable rates and make your dollars go further when you need them the most.
Identify potentially life altering financial risks and strategize on how to effectively address them.
We believe that true financial empowerment comes when you possess the knowledge to make the next right decision with confidence.
We stay current with market challenges or opportunities, allowing us to adjust your financial strategy at any time.
We host ask-me-anything forums, offer curated resources, and provide platforms to help you foster a deeper understanding of finances.
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.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered through individually licensed and appointed agents with Richon Planning, LLC. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Membership to the SmartVester Pro program was granted on (insert date received). The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals must have at least two years of experience as a registered investing professional and pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Brookstone.
© 2024 Richon planning All rights reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered through individually licensed and appointed agents with Richon Planning, LLC. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Membership to the SmartVester Pro program was granted on (insert date received). The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals must have at least two years of experience as a registered investing professional and pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Brookstone.
© 2024 Richon planning All rights reserved.