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.