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Retirement Planning

Whether you are just beginning your career, actively envisioning retirement or already retired, we can help ensure you have a customized plan to retire well with the retirement lifestyle you desire. Hendershot Financial Group offers a comprehensive range of retirement planning services and savings options that permit both tax-deductible contributions and tax-deferred earnings.

In addition, we can assist you in developing your overall financial plan to achieve specific retirement goals including 401(k) plans, traditional IRAs and Roth IRAs as well as other savings plans.

Plans for Individuals


Plans for Businesses

  • The 401(k): Building Financial Security – We offer many customized options in retirement plans that enhance the benefits offered for businesses and educational opportunities for employees.
  • Qualified Retirement Plans – We work with businesses to design a plan that meets the needs of the business owners and employees. Some examples include:
    • - Simplified Employee Pension (SEP) Plan
    • - Simple IRA Plans
    • - Solo 401(K)s
    • - ERISA 403(b)s