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THE STORY OF US...
Founded in 1996, Philip L. Richardson, CFP®, MS is intent on making investing and managing money less complicated and more approachable. In general, financial planning can be confusing and filled with stress - we eliminate the jargon and hassles to make things understandable and relevant for you.
A result of our dedication and commitment, we have a solid reputation with plenty of ongoing relationships. On a daily basis, we deliver sound investment planning. Our experience allows us a better understanding of the financial system and a more open and honest means of communication. Philip is an Investment Advisor Representative. George Sheets is a member of the Lion's Club, Elks's Club (social club), and part of the sportsman association. Cathy Richardson volunteers her time to Meals on Wheels. Workshop |
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Philip Richardson CFP®, CLU, ChFC | President
Philip Richardson and his wife Cathy live in Lancaster with their three children, Jordyn, Halle and Philip Jr. Philip and Cathy enjoy taking early morning walks and enjoy watching the sun rise across the fields. We are early risers and enjoy each other’s company before heading into the office. Cathy is the Executive Vice President of Client Relations.
Philip has been in the business since 1996 and during that time he as obtained his Certified Financial Planner designation. In addition to that he is also a Charted Financial Consultant and Chartered Life Underwriter. He takes education seriously and continues to complete continuing education yearly. Philip owns Senior Tax Strategies LLC and has been doing taxes since 1999 for seniors. His motto is "The IRS is not obligated to show you how to reduce your taxes - That's our Job! Philip has educated thousands of seniors on protecting their money from market losses, avoiding money management fees, keeping their spouse out of poverty, not going broke in a nursing home, avoiding tax mistakes seniors make and avoiding the delay and expense of probate. He is a sought after speaker who brings a unique view to the financial world you won’t get from most advisors. He has also been on the radio with a weekly show discussing how to implement the strategies he recommends to seniors. 
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George Sheets | Executive Vice President
George is a life long resident of Central Pa. He went to a local High School and attended Millersville University for his Business degree. He has been in the financial services industry helping families navigate all types of financial opportunities for many years. He was one of the top College Financial Planners in the United States. The Banking Industry then called, so he became an executive in an large East Coast Regional Banking organization. This lead him to his present passion of helping Middle Class, Hard Working Pre-retirees and Retirees achieve and secure their retirement dreams in no-fee, safe investments. He has co-authored three books "Winning At The College Funding Game, Winning at Retirement, and Social Security Savvy".
George is married to Jennifer, she is the Vice President of Marketing. Their family consists of two rescued Yorkshire Terriers named Sophie and Tigger who are the apple of there eyes. Jennifer is a life long resident of Central PA too. They are active in volunteer organizations such as the Lions Club and the Local Food Bank. Their interests are golfing, walking, bicycling, outdoors working in the yard and boating on their pontoon boat with friends on the Susquehanna River.
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Jordyn Richardson | Vice President
Jordyn Richardson is a recent graduate from The Pennsylvania State University, where she studied Business and Mandarin Chinese. After graduating, she promptly became licensed as Life and Health insurance agent in Pennsylvania and Florida.
Jordyn’s role is to deepen existing client relationships along with overseeing the development of new business opportunities. She will provide support to our sales representatives and see prospective clients through the process of becoming part of our client family. Jordyn is also working on furthering her expertise in financial planning by seeking a Charted Financial Consultant Designation (ChFC®). 
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Phil Richardson | CFP™
NEED BIO George is a life long resident of Central Pa. He went to a a local High School and attended Millersville University for his Business degree. He has been in the financial services industry helping families navigate all types of financial opportunities for many years. He was one of the top College Financial Planners in the United States. The Banking Industry then called, so he became an executive in an large East Coast Regional Banking organization. This lead him to his present passion of helping Middle Class, Hard Working Pre-retirees and Retirees achieve and secure their retirement dreams in no-fee, safe investments. He has co-authored three books "Winning At The College Funding Game, Winning at Retirement, and Social Security Savvy".
George is married to Jennifer. Their family consists of two rescued Yorkshire Terriers named Sophie and Tigger who are the apple of there eyes. Jennifer is a life long resident of Central PA too. They are active in volunteer organizations such as the Lions Club and the Local Food Bank. Their interests are golfing, walking, bicycling, outdoors working in the yard and boating on their pontoon boat with friends on the Susquehanna River.
George is married to Jennifer. Their family consists of two rescued Yorkshire Terriers named Sophie and Tigger who are the apple of there eyes. Jennifer is a life long resident of Central PA too. They are active in volunteer organizations such as the Lions Club and the Local Food Bank. Their interests are golfing, walking, bicycling, outdoors working in the yard and boating on their pontoon boat with friends on the Susquehanna River.
