At Hershey Wealth Advisors, we take special pride in assisting families and individuals in transition. Whether planning for retirement, reacting to the death of a loved one, or refocusing due to divorce, we are here to guide you to the next financial phase of your life. We help you develop a cohesive and coordinated plan that addresses your income, investments, insurance, tax and estate planning needs.
Let us help guide you on your journey. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. It may help your business be better prepared in the event of the death of a principal or key employee. Many Americans are operating their personal finances with only the barest minimum of knowledge.
Let us help guide you on your journey. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. It may help your business be better prepared in the event of the death of a principal or key employee. Many Americans are operating their personal finances with only the barest minimum of knowledge.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our mission is to help our clients make smart and appropriate financial decisions. As we pursue that mission, we are guided by a culture and a set of principles that provide a constant reminder of what is important. We believe in taking a holistic and comprehensive approach to financial planning and wealth management for our clients.
At Hershey Wealth Advisors, LLC, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. As the Lead Advisor and Principal of the firm, Greg Richards oversees and is responsible for all client service matters. As an Investment Strategist, Scott Lumbatis assists with portfolio management and financial planning.
As a CERTIFIED FINANCIAL PLANNER (CFP(R)) Practitioner, Greg and his team assist clients at key times in their lives. Whether planning for or staying on track in retirement, planning for college expenses, or responding to a death of a loved one or divorce; Hershey Wealth Advisors, LLC provides the assistance necessary to get you on track for success.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Jim Mceleny
Jun 03, 2018
Report
