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Our Mission

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 guidance from a team of highly qualified professionals - individuals with 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 products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective recommendations.