Jeffrey L. Wendel entered the financial services industry over 15 years ago with one goal: helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Jeffrey L. Wendel has far exceeded that objective.
Jeff is an Independent financial consultant. He is also Life & Health Licensed in Ohio and Indiana. No client is too big or too small. Jeff has a proven track record for delivering sophisticated financial solutions and helping his clients with the guidance he provides.
"Putting my clients ahead of everything else has been the foundation for my business," said Jeff, "It has enabled my firm to enjoy many years of success in this community."
Jeff and his spouse Jodi, of 23 years, reside in Ft. Recovery along with their children, Cole, Cade, Cobe, and Cali, ranging in age from 11 to 20. Coaching is a major part of both personal and business life for Jeff as well. He has been coaching various sports teams for over 13 years, mainly focusing on his favorite sport: baseball. Whether a player or a client, Jeff believes that: "Behind every great player is a fearless coach, who refused to let them be anything but the very best."
Knowledge is power. It is also a good foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and aid in avoiding costly mistakes that can affect your future.
As a financial professional, Jeff is committed to helping people just like you create solutions for their retirment assets. Once he understands your risk tolerance, time horizon, and goals, his firm can work diligently to develop a program that carefully balances various financial strategies with preserving principal. Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. Jeff works closely with his clients to evaluate those opportunities and to help them get in a position to reap the rewards. He enjoys helping people build a solid financial foundation for the future.
Jeff created his business based on his strong family values where family always comes first, and at Wendel Retirement Planning, our clients are like family. We appreciate and take care of one another, so please let us know if there is anything we can do for you.