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Choose appropriate Investments

Two Key Components – Reflection and Choice

Understanding who YOU are as an investor is the first step in getting prepared to invest. This includes asking yourself questions about your goals, investment time horizon, risk tolerance and defining your personal investment discipline and strategy. Many investors need help with this process and rely on the expertise of a Financial Advisor to provide professional advice. Our Financial Advisors can help you build a customized wealth management strategy tailored to your unique situation. It is their job to guide you through this process so they can make proper recommendations to help you attain your goals.

Diverse investment selections and a wide variety of product choice are critical components to consider as part of an overall investment discipline. At Hendershot Financial, we can offer a large selection of Investment Solutions - including mutual funds, fixed and variable annuities, college savings plans and insurance products - to meet all of our client’s needs.