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Whether it's helping a client roll over their 401(k) into an IRA account or choosing a pension plan withdrawal option, Wendl Financial Services, Inc. is there to help. A good deal of stress and anxiety can occur whenever an individual reaches a new stage in life in particular during retirement. Putting together a sound financial plan that you can understand and answering all of the typical questions listed below will go a long way to providing a secure and comfortable lifestyle during your golden years. We'll help you answer all the questions below not by selling you a product, but by providing objective advice to plan for a secure retirement. 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?
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