Broker Check
Wendel Retirement Planning

7041 Crider Rd
Suite B
Mars, Pa 16046

Get Directions

Call Us Today!

(888) 261-8853

 

 

About 4th River Financial Group The Power of Tax-Deferred Growth Meet Our Team Our Process

4th River Financial Group 

Whether you are just getting started, want to reevaluate where you are along your path to retirement, or you are in retirement, we are here to help you navigate your future. We are also here to help you navigate and save for your family’s future and for college expenses.

At 4th RFG, we start with a very basic premise: You have short term and long-term goals and a tolerance for risk that is unique to you. Beginning with our asset allocation models that combine a wide range of financial products, we work with you to determine an allocation model that satisfies both your objectives and your concern for protecting your money. We want to take the worry out of your retirement or college planning by consistently reviewing and adjusting your portfolio to satisfy where you are on the investing continuum.

We are fee-based financial advisors that are held to a fiduciary standard and our goal is to help you achieve your financial goals whether you are focusing on your personal retirement, family wealth , college saving or growing a business.

Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow