Retirement Planning
 
Wendl Financial is a fee-only investment advisory firm.  Providing answers to all your questions not by selling you a product for a commission, but by providing objective advice to plan for a secure retirement.  The questions below are typical for recent retirees.  We'll do our best to answer the questions listed below  that is unique to your personal financial situation.

How much money can my wife and I spend every month and not outlive our money?

What pension withdrawal option should I choose from my plan at work?

I'm losing my life insurance coverage at work when I retire, do I need to buy some more and what kind?

What if I go into a nursing home and use all my savings, will I have any inheritance money left over for my children?


We Are Here To Help
Whether it's rolling over a 401(k) into an IRA account or choosing a pension plan withdrawal option, Wendl Financial is there to help guide the client through the process from start to finish. A good deal of stress and anxiety can occur whenever an individual enters into a new stage in life especially the retirement years. Putting together a sound financial plan that you can understand should ease some of that anxiety and increase the chances of a secure and comfortable lifestyle during your golden years.
ASSET MANAGEMENT
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Whether it's newly inherited money or a 401(k) rollover at retirement, Wendl Financial is there to help you manage your assets.

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RETIREMENT PLANNING
We'll help you answer all the questions below not by selling you a product, but by providing objective advice to plan for a ...

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FINANCIAL PLANNING
The financial planning process involves sitting down with the client and gathering the necessary information to make ...

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Securities offered through Consolidated Financial Investments Inc. Member NASD, SIPC.
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