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Investment Solutions

At Hendershot Financial Group, our knowledgeable financial advisors understand the importance of helping each client along every step of his life’s journey. Our financial advisors are equipped to offer products and services, including, planning services, mutual funds, annuities, insurance, risk management and retirement plans, all of which aim to help you build and manage wealth at each step of the journey.

  • Planning Services: Our highly qualified financial professionals are ready to assist you in doing investment planning, insurance planning, estate planning, education planning, and/or retirement planning. Rely on their expertise to help guide your plans.
  • Mutual Funds: Access to thousands of mutual funds and more than 60 mutual fund families. While the selection of the proper investment choices can often be overwhelming, guidance from our financial advisors can help ensure your investment portfolio suits your unique needs.
  • Annuities: A selection of fixed or variable annuity investments, which not only allow you to accumulate wealth, but also help protect your earnings from current taxation.
  • Insurance: A full line of insurance options including life insurance and long-term care to help protect your loved ones, preserve your estate or provide an income stream in the event of a long-term disability.
  • Risk Management: There is inherent risk of investing due to market volatility, therefore it is important to manage that risk while striving to maintain your desired return. Your financial advisor is able to grant you access to professional asset managers who can help you choose the asset management program to best suit your financial goals.
  • Asset Management Services: Incorporating Asset Management strategies in your financial plan can help you achieve the delicate balance between risk and reward. We offer a wide array of asset management portfolios that provide diversification and ongoing asset allocation.
  • Retirement Plans: Hendershot Financial Group financial advisors can help you navigate the various retirement plan options available to you, whether the plan is through your employer or on your own. We also work with businesses and corporations to assist them in the implementation and education of their company retirement and other benefit plans.
  • Individual Securities (Stocks, Bonds, CDs and Money Market Funds): Clients of Hendershot Financial Group can buy and sell individual securities — including common and preferred stocks; corporate, government and municipal bonds; exchange-traded funds; and money market funds — that are sold on major exchanges and in the over-the-counter market.

Advisory Services and Securities offered through Lincoln Investment, Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Lincoln Investment and Hendershot Financial Group are independently owned and each is responsible for its own business. 

*Neither Asset allocation nor diversification guarantees a profit or protects against a loss.