Employer Plans

Enhance your Benefits

About Employer Plans

Employer plans are a crucial component of a comprehensive benefits package. They provide employees with financial security and peace of mind, helping them plan for the future. Whether you’re saving for your own retirement or you’re an employer, company, organization, or HR representative looking to offer competitive benefits to your employees, reach out to Richon Planning for a complimentary plan review.

For Employers:

Offering your employees comprehensive benefits can be a tremendous value in attracting and retaining key employees. It can also come with complex liability that most employers are not equipped to handle. Offering appropriate fund selection options is part of an employer’s role as their employees’ fiduciary.

Richon Planning can help take this responsibility off of your shoulders while offering your employees attractive plan options with a robust menu of fund choices.

For Plan Participant employees:

Receive professional guidance on choosing the options that are most appropriate to matching your goals, risk tolerance, and time horizon to make the most of your 401(k).
Richon Planning will help make recommendations on fund selection choices or even help manage your 401(k) on your behalf throughout your career.

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Now is the time to secure your retirement and experience peace of mind regarding your future.

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.