ABOUT THIS EPISODE
Planning for retirement means thinking beyond where you want to live... it also means planning for how your needs may change over time. In this video, @peter with @richonplanning and @erinkennedy discuss Continuing Care Retirement Communities (CCRCs), which can offer housing and access to different levels of care as you age. But with substantial entrance fees, monthly costs that can rise, and potential impacts on your financial legacy, is a CCRC the right move for you? 🤔 💰 If you'd like to sit down with Peter to discuss what retirees and their families should consider, how to evaluate the costs, and whether a CCRC is right for you, just call 984-300-5886 or visit www.RichonPlanning.com
💰💰💰 Financial confidence through educated planning💰💰💰 Be SMART with your money with Peter Richon at Richon Planning!!!
Website - https://richonplanning.com/ Facebook - https://www.facebook.com/RichonPlanning Linkedin - https://www.linkedin.com/in/peter-richon-1632941b/ Twitter - https://twitter.com/RichOnPlanning
Financial and Retirement Planning for clients across North Carolina and beyond Located in Fuquay Varina, NC at 600 Stellata Dr.
Don't start next year. Don't start next week. Start your financial planning now with Peter Richon & Richon Planning. We help you understand your investment options.
📕📘📕 Peter Richon's book "Understanding Your Investment Options" 📕📘📕 Available to download for 💸 FREE 💸 right now at www.RichonPlanning.com
Financial education helps you make more informed decisions with your money. Go to RichOnPlanning.com to get your free Understanding Your Investment Options now.
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.
