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Jeffrey L. Wendel, CEO of Wendel Retirement Planning at Wendel Retirement Planning | WiseIntro Portfolio

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Jeffrey L. Wendel, CEO of Wendel Retirement Planning at Wendel Retirement Planning | WiseIntro Portfolio

Jeffrey L. Wendel

CEO of Wendel Retirement Planning

Wendel Retirement Planning

Based in Fort Recovery, Ohio, Jeffrey L. Wendel serves as CEO of Wendel Retirement Planning, where he provides clients with assistance in tax and insurance strategies and estate planning, to help maximize their financial freedom in retirement. Jeffrey L. Wendel founded the firm in 2001. In addition to managing the firm, he teaches a course on taxes in retirement and leads a workshop on required minimum distributions at the local university of Sinclair University.

An avid baseball fan, Jeffrey L. Wendel incorporates aspects of the sport in his professional pursuits. He is the author of Grand Slam Retirement: A Winning Strategy for a Winning Lifestyle and host of the Grand Slam Retirement podcast, the latter of which features interviews with professional athletes and professionals engaged in the financial services sector. He holds a membership with the International Association of Registered Financial Consultants, and his firm maintains an A+ rating with the Better Business Bureau.

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  • address Fort Recovery, OH, US
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