As a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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.
Working with Charles Schwab as our primary custodian for client investment accounts, we provide fee-based investment advisory services for our clients. Our typical approach is to use low-cost mutual funds and exchange traded funds (ETFs) as the primary investment vehicle for our clients.
When implementing financial, retirement and estate plans for clients, we sometimes recommend and use appropriate insurance products including life, long-term care, and disability insurance. Rather than affiliating with a particular insurance company, and therefore being limited to the products being offered; we are independent agents and research multiple companies and solutions to find the best approach for each client.
Income Tax Preparation
Although we often work closely with our clients' tax preparers, and always respect and encourage that relationship, we sometimes also assist clients with the preparation of their individual, state and local income tax returns.