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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The Richardson Group Receives
Advisor Group of the Decade Award
Advisor Group of the Decade Award
In Recognition of Record Breaking Performance & Achievement