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.

Play Video about couple-working-on-laptop-2021-08-27-21-37-54-utc.png

Your Optimized Retirement
Plan Starts Here

Building Your Choice for Retirement

Play Video about couple-working-on-laptop-2021-08-27-21-37-54-utc.png

Your Optimized Retirement Plan Starts Here

We are a Ramsey Trusted SmartVestor.

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.

Learn More >>

Retirement Planning

Understand the path to achieve your ideal retirement, including savings, investment strategies, and managing assets and risk.

Learn More >>

Estate Planning

Construct a plan to effectively preserve, protect, leverage, and pass on your wealth to family and loved ones.

Learn More >>

Tax Planning

Strategically reduces your overall tax liability, leading to significant financial savings over time.

Learn More >>

Insurance

Secure insurance coverage at affordable rates and make your dollars go further when you need them the most.

Learn More >>

Risk Management

Identify potentially life altering financial risks and strategize on how to effectively address them.

Learn More >>

Play Video

Financial Resources

Learn Our Strategies

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.
  
 
       
   Spookloops 
 March 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 Renfroe 
 December 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 Holland 
 July 13, 2022
 
 
  The Richon’s are very knowledgeable, experienced and enthusiastic!
  
 
       
   Awilla Rodriguez 
 July 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 Kennedy 
 July 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 Allison 
 August 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 Scholze 
 August 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 Koussa 
 May 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

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.

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.

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.

Building Your Choice for Retirement