Jeffrey L. Wendel is an established presence in the Ft. Recovery, Ohio, financial community who leads Wendel Retirement Planning and provides independent, client-centered advisory services. Conversant in tax strategies for individuals, families, and businesses, Jeffrey L. Wendel emphasizes an approach that ensures that clients retain the maximum possible amount of their earnings.
Mr. Wendel takes a highly individualized perspective to investment approaches and takes time with clients to define risk tolerance and timeline. He assists people in navigating 401(k) allocation strategies and works with them on reaching specific milestones when converting savings into income for retirement.
Mr. Wendel sits down with clients on a regular basis and reevaluates portfolio strategy and makes sure it fits with their current situation. This educational aspect of advising takes the mystery out of undertakings such as insurance and estate conservation across the generations.
Passionate about helping people achieve their dreams, Jeffrey L. Wendel is author of Grand Slam Retirement, which is available on Amazon. He is active with the nonprofit International Association of Registered Financial Consultants, which promotes high industry ethics.