Live the retirement that you've earned.
The Richardson Group will help protect what’s most important to you and your family.
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Get to know Philip and The Richardson Group
About 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.
Jordyn has brought new energy and excitement to the Richardson Group. Her focus on retired single women and widows has made her one of the top women in financial planning on a national level. Be sure to inquire about her quarterly lunch and learns. Having Jordyn on your side means you are not alone in the financial world.
We are also incredibly excited and proud to welcome Halle to the Richardson Group. She is eager to serve our mission and bring financial peace to our clients.
Get Your Complimentary Copy of Phil's Bestselling Book
Phil’s Amazon best-selling book, Winning At Retirement, will change the course of your life. Get the tools you need to live an amazing retirement today by requesting a free copy.
Our Approach Is Different
Our team has worked with countless retirees just like you. Our goal is simple: make sure you get the retirement that you’ve earned.
No Investment Fees
Would you buy a house if you had to pay a lifetime annual fee to the broker who sold you your home? Of course not. We'll show you how to maximize your returns without fees.
No Market Losses
We decided 25 years ago to only use products that have guarantees of no market losses. Your funds get part of the gains of the underlying index, for example the S&P 500, but you get none of the losses.
Lifetime Income
After you retire, you should consider if other income streams, aside from your pension or social security, are necessary. We've built guaranteed income plans for hundreds of retirees just like you.
Reduce Your Taxes
We offer free tax consultations to identify ways to reduce your tax burden and optimize your portfolio for current and future tax situations.
Get the retirement that you deserve.
The first step is picking up the phone.
Do You Pay Advising Fees?
Meet Philip, your financial advisor
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. They 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.
Jordyn Richardson
Jordyn Richardson is a graduate of The Pennsylvania State University, where she studied Business and Mandarin Chinese.
Jordyn’s has taken on being the go to financial resource person for single retired women and widows. She is uniquely qualified to support this group as their financial advocate in the male dominated financial world. Jordyn has found a calling in financial planning for single retired women and widows. She is there to make sure you don’t have to do it alone.
Jordyn is also working on furthering her expertise in financial planning by seeking a Charted Financial Consultant Designation (ChFC®).
Halle Richardson
Halle Richardson is a graduate of Pennsylvania State University, where she studied Environmental Economics and Ancient History, graduating from the Schreyer Honors College. Her academic journey reflects a deep-rooted passion for understanding the environment and historical perspectives.
Halle is dedicated to making a difference in the Lancaster community, where she actively engages in initiatives aimed at helping and supporting local residents.
Within our organization, Halle plays a crucial role in administrative support, customer service, and as a licensed insurance agent, providing expert guidance to our clients. She is also currently pursuing her goal of becoming a Certified Financial Planner (CFP®), further enhancing her ability to serve clients with comprehensive financial planning solutions.
George Sheets
George is a lifelong 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 a large East Coast Regional Banking organization. This led 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 their eyes. Jennifer is a lifelong 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.
Halle, Phil, and Jordyn Richardon
Schedule a meeting today!
Contact Us
- Address: 450 Murry Hill Drive Lancaster, PA
- Phone: (717) 394-0840
- Email: Philip@financialadvisorlancaster.com
