Investment Planning

At Hershey Financial Group, LLC we begin the investment planning process with a discussion that focuses on our client’s needs and goals. Once we’ve identified the correct balance between the client’s willingness and ability to take on investment risks as well as income needs we then set risk and return objectives. As part of this process we also consider investment constraints such as time horizon, liquidity, taxes, legal or regulatory issues, and last but not least, what makes each client’s situation unique. We complete the investment evaluation process with a comprehensive review of the current portfolio to provide an assessment of the allocation, coordination and efficiency.

Hershey Financial Group, LLC
2243 S Queen Street
York, Pennsylvania 17402
P: 717-971-0123
E: Kristin@HersheyFinancial.net
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Hershey Financial Group, LLC, 2243 S Queen Street, York, Pennsylvania 17402

P: 717-971-0123, E: Kristin@HersheyFinancial.net

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hershey Financial Group, LLC. and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, MD, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Hershey Financial Group, LLC. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary

Hershey Financial Group, LLC