Setting The Investment Services Standard
Serving individuals and organizations, Phillip L. Richardson, CFP, MS is a fully integrated financial planning firm. We stand on the side of our clients, working on their behalf to increase their portfolios and wealth. Federally registered, we place integrity and ethics at the core of everything we do. This is of course over and above our collective fiduciary standards and responsibilities.
​Collectively, we work for you and your interests - that is our bottom line.
A Full Suite of Services
Investment Services
Social Security
​Income Planning
Retirement Planning
Tax Planning
Asset Protection
Medicare Planning
Tax Planning
​Established in 1999, Senior Tax Strategies works with retirees and their families from around the Lancaster region to prepare their income taxes and make sure they are using safe money saving strategies. After all, who wants to wake up one day and realize the stock market has just taken away a big chunk of their life savings? We have clients that range from retirees, to children of retirees, and grandchildren of retirees, as well as some small businesses. We have been doing this since 1999, so you can depend on us to prepare your taxes and make sure your money is safe and sound.

Specializing in senior tax preparation, we integrate technology, preparation knowledge, and personal service to make sure you are paying only your legal limit in personal income taxes. All of our services are tailored to the needs of seniors. After all, we are the only senior-focused tax preparation firm in Lancaster county.

MAKING SURE YOU PAY YOUR LEGAL LIMIT IN INCOME TAXES
Plan Building Objective
Picking a winning formula is the ultimate goal when it comes to investing. Our approach allows you to protect and grow your assets, securely. We understand that you have expectations, plans, and lifestyle requirements. That is exactly what we take into account when helping you plot out your financial course.
Social Security Income Planning
Picking the right time to turn on your Social Security benefits is one of the most important retirement planning steps you can take. With all the uncertainty in the world today you cannot afford to get this wrong. Studies show that 96% of Americans turn on Social Security at the wrong time. The Richardson Group is a national leader in Social Security Maximization. With their assistance, you can make sure to receive the maximum benefits on your money. 
Medicare
Selecting the right Medicare Advantage Plan can be daunting. The Richardson Group focuses on finding you the best solution offered by the myriad of private companies that provide all your Part A and Part B benefits. With their assistance, you will be matched with a superior plan for your specific needs.  
Call our office: (717) 394-0840
Email: info@financialadvisorlancaster.com
Address:​ 450 Murry Hill Drive
Lancaster, PA 17601
The information provided herein is the exclusive property of The Richardson Group. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
© 2020. The Richardson Group.