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At Wendel Retirement Planning, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times.
Experience and Skill
When you choose our financial consulting services, you benefit from obtaining comprehensive aid from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.
Independence & Objectivity
As an independent financial consulting firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective recommendations.
As an independent firm, we are committed to offering complete objectivity and unbiased guidance to our valued clients.
Our educational approach takes the mystery out of retirement preparation, insurance, estate conservation, and preserving wealth.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.