Say Hello To The Team

Peter Richon | Full Bio

Founder & Advisor

Peter Richon has been providing retirees and preretirees financial guidance to secure their lifestyle and manage their planning for over a decade.

Amber Richon

Co-Founder

Amber's motivations are identifying problems, helping solve them, and assisting people to improve their quality of life. Amber leads a team of qualified insurance professionals

Landon Holland

Operations

Landon's audio video production skills help the team to better facilitate the translation of financial services industry jargon to core values needed by individual savers, investors, and planners.