Estate and Financial Planning
For many… getting serious about their financial future begins too late!
Detweiler, Hershey & Associates understands the importance and urgency of Estate & Financial Planning for all its clients. Everyone needs Estate & Financial Planning. Through our strategic alliances, we provide access to proven expertise in a variety of financial planning disciplines. We facilitate the Estate Planning aspects. Our trusted advisors manage the investments. This combination has served our clients exceptionally well over the years.
H. Bruce Detweiler, CPA, Managing Partner of Detweiler, Hershey & Associates, specializes in estate and financial planning for family businesses. Bruce runs a family business and has a special affinity for other family business owners. Like you, he has faced the challenges of estate and financial planning for our firm. Bruce’s passion is helping others… it’s just that simple. Give him a call; he would love to share his experiences with you.
Protecting the future of your family and business is of the utmost importance.
We can help you:
- Prepare estate and gift plans
- Review your wills and trust documents
- Research ways to save estate and gift taxes
- Manage your investments through our strategic alliance partners
- Develop a funding plan for college, aging parents and retirement
- Create buy / sell agreements for your business
- Establish employee benefits programs (The Paragon Alliance Group)
Detweiler, Hershey & Associates takes the wondering out of your future and gives you peace of mind.