Financial Security Planning

Spencer Hershey Jr and his team serve a variety of clients in and around Northeast Ohio. His team is composed of Ray LatianoChristopher W Brown, Josh Lehman and Laura Wagner.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. 

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. 

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Financial Representative, Spencer Hershey Jr, will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. 

Let Spencer Hershey Jr help you ensure your financial future is all you want it to be.

Our Mission

Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.

Innovative strategies focus on effective risk management, wealth accumulation and wealth preservation to help our clients accomplish their objectives.

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 Hershey Jr

Financial Representative

Webcast: Stretch Your Retirement Savings – View Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

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Have You Taken Steps To Help Protect Your Most Valuable Asset?

You insure your home, your car and even your cellphone. What about your paycheck? Watch this short video to learn more.

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How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.