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Wendel Financial Group Inspiration. Integrity. Insight.

Getting Your Financial House in Order: Taking Inventory

Understanding your income and assets can help you identify your cash flow and track your net worth over time.

Lisa Kops-Wendel is a Registered Principal offering Advisory Services and Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Wendel Financial Group is independent of United Planners Financial Services of America.

Lisa Kops-Wendel, President of Wendel Financial Group is registered to sell Securities in the following states:

CA, CO, CT, DC, FL, GA, IL, IA, NC, OH, OR, SC, NJ, NY, PA , TX

Lisa Kops-Wendel is registered to sell Insurance in the following states:

New Jersey, New York and Connecticut

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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Wendel Financial Group Inspiration. Integrity. Insight.

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Getting Your Financial House in Order: Taking Inventory