“Her team is beyond outstanding!”

“Hendershott Wealth Management with Hilary at the helm has been instrumental in our financial plans towards retirement. And guess what – my husband and I reached retirement! Our planning started over 6 years ago when we had an opportunity to rollover our 401K’s. We were not at retirement age yet. We knew that “managing” our nest egg within the 401K structure from prior employment now needed more than us just going at it alone. Hilary from the very beginning provided the structure for our financial future and we are happily living it now.

Hilary’s office team is instrumental in the functions needed for coordinating back end processes that now provide for our retirement income. Her team is beyond outstanding! Also we address the plan on a regular basis with review meetings, mostly once a year, but you know with changes that can abound in life – we can also request another review or adjustment – and of course that has happened! So whether you are in that stage of getting ready for retirement or starting out with years to go towards retirement, we highly recommend building your plan with Hendershott Wealth Management.