Richon Planning
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Richon Planning, LLC. is an independent investment & financial services firm headquartered in Fuquay
The safest looking choice in retirement can quietly become the riskiest.
Put one hundred percent of your savings into a fixed annuity and the danger isn't the market. It's access.
The appeal is real: predictable income, no market swings. None of that helps the day a surprise expense lands. A new roof, a medical bill, a family emergency. That money is locked behind surrender charges, and pulling it early can cost you.
That's why Peter lands this one in the middle of the risk meter, not the bottom. The product isn't the problem. Betting everything on it is.
Guaranteed income has a real place in a retirement plan. So does cash you can reach without a penalty. The win is holding both, not choosing one.
If a big expense hit next month, how much of your money could you actually touch?
Someday starts today.
07/15/2026
Markets will always react to interest rates, inflation, and breaking news. That doesn't mean your financial plan should.
Market volatility is a normal part of investing. Stay focused on your long-term goals, not the daily headlines.
If recent market swings have you wondering whether your plan is still on track, we're here to help. Give Richon Planning a call at 919-300-5886📲
DISCLAIMER:
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. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
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Address
600 Stellata Drive
Fuquay-Varina, NC
27526
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
