Stephen M. Wendt & Associates, Inc.

stephen m. wendt & associates, inc. is an independent, family-owned financial services firm committed to helping our corporate and individual clients succeed. by developing strong relationships with our clients, we have been helping people throughout the united states establish and maintain their long-term financial goals since 1972. the company's core focus has been providing retirement planning services to the micro (start-up) to mid-size ($10–$100 million) market in order to include services targeted at the plan sponsor, the plan trustees, and, most important, the plan participants. we believe that everyone in a corporation deserves the opportunity to plan for their retirement years with confidence. our mission is to deliver awareness, education, and the relevant financial tools to all such that each individual has security and certainty at their retirement age. we accomplish this by developing strong relationships and providing accessibility to our clients. it is a two-tiered a