Financial Guidance

Whether you're fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you're financially prepared to achieve a lifetime of goals. Spencer Hershey Jr and his team can help you reach your goals with a personalized financial plan.
 
Spencer and his team will apply time-tested strategies, provide expert advice and make recommendations based on your priorities. And as your circumstances and priorities change over time, they will work with you to revise your plan so you can meet each of life's challenges head on, and celebrate your accomplishments along the way.
 
What can you expect when you work with us? Learn more about our financial planning philosophy and process.

5 Ways to Make Your Money Work for You

Whether you have a little or a lot, the way you manage your money makes a difference. And the decisions you make today can have a tremendous impact on what you’ll have tomorrow. This video highlights the five basic actions that are key to the best financial plans.

Business Owners: Planning and Guidance

As someone who runs a business, your expertise is your strength. It's the engine that drives your growth and sets your business apart. With something as crucial as the success of your business, doesn't it make sense to work with a company that also values expertise and strength?
 
Spencer Hershey Jr and his team work with business owners in Northeast Ohio throughout all stages of the business life cycle. From start-up to succession, our experienced financial professionals, specialists and advanced planning attorneys will help you build and implement the drivers that can create, grow and protect your business's value.

Click the links below for more information on this topic.

 

The Learning Center 

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Spencer M. Hershey Jr

Financial Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck