Jeffrey L. Wendel has led Wendel Retirement Planning in Fort Recovery, Ohio, since 2001. The firm offers a comprehensive suite of financial services, including tax strategies, retirement planning, and insurance advice, and works closely with each client to develop a customized, long-range plan that considers their financial goals and asset profile. Jeffrey L. Wendel and his team have maintained an A+ rating with the Better Business Bureau while managing more than $50 million in assets since 2013.
Wendel contributes to the retirement-planning field through his writing as well. Through his company, he puts out a regular newsletter that covers lifestyle, health, and financial-planning topics. He also recently published his first book, Grand Slam Retirement: A Winning Strategy for a Winning Lifestyle. The text provides insight on topics related to health care, law, and taxes through a series of interviews with industry leaders and entrepreneurs.
Jeffrey L. Wendel holds Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants, a nonprofit group that promotes ethics in the financial-services industry. In addition to his work as an author and consultant, he also offers various Retirement Planning Workshops at Sinclair Community College in Dayton, Ohio.
Jeffrey L. Wendel 