GoalsOptimize your taxes
Tax optimization isn’t about loopholes—it’s about intention. At Hershey Financial Advisers, we help you take a proactive approach to managing your tax exposure, so you can preserve more of what you’ve earned and use it to support the life and legacy you’re building.
Through personalized, values-aligned strategies, we help you coordinate your investments, income, and charitable giving with current tax law—working to keep more dollars in motion for the things that matter most to you.
Many of our clients come to us unsure if they’re making the most of their opportunities—concerned they might be overpaying or underplanning.
We guide you from uncertainty to greater clarity, with strategies designed to protect, preserve, and position your wealth for long-term growth.
What does tax optimization look like for you?
Freedom
Create space in your cash flow and decision-making by reducing unnecessary tax drag.
Security
Feel confident knowing your plan is aligned with current law and designed to reduce risk.
Impact
Channel tax savings into causes, investments, or opportunities that reflect your values.
Legacy
Minimize the tax burden on your heirs and maximize what you’re able to pass on.
Tax strategies tailored to your life
Every tax plan should reflect your broader financial picture—not just your income bracket. We build integrated strategies based on your goals, priorities, and opportunities.
Business Owner
We help you navigate tax implications across business income, retirement plan contributions, exit strategy planning, and charitable giving—all with your long-term vision in mind.
High-Income Earner
From deferral strategies to tax-aware investing, we guide you in managing your tax exposure so your income and assets work more efficiently over time.
Retirement-Focused Individual
As you prepare for or move through retirement, we help you make smart tax decisions around income, Social Security, required distributions, and healthcare—so you can enjoy this season with greater freedom and confidence.
Philanthropic Planner
You want your giving to matter—and your strategy to be smart. We help you structure charitable giving in ways that align your generosity with long-term tax benefits.
Let’s talk about tax strategy
No pressure. Just a smarter approach to what you’ve already earned.