Financial Planning for Lawyers and Law Firm Owners
It takes courage and hard work to become a successful lawyer or law firm owner. You invested a lot of time, capital and energy to get where you are and build up your practice. Finally, you are in a place to start building serious wealth. Now, you are starting to think about the future and life after the law. Someday you would like to start cutting back and spending more time with your family. However, all the late nights and tough cases may have left you with little time to think about or plan for the future and retirement. Perhaps you are feeling a bit behind. Sound familiar?
Financial Advisors Specializing in Serving Attorneys
We can help. As financial advisors who specialize in financial planning for lawyers and law firm owners, representing you and your interests is a job we take very seriously. We are on a mission to help lawyers and law firm owners like you maximize your wealth, minimize your taxes, and get on track for retirement and financial independence. We do this by:
- Helping you create a detailed financial plan that may include succession planning and the possible sale of your law practice
- Finding ways to minimize your taxes over your lifetime so you can keep more of what’s yours
- Actively managing your investment portfolio to maximize the growth of your wealth
You want to make sure that you are making all the right, winning money moves that will help you achieve a confident and secure financial future. You want to make sure you are doing everything you can to grow your money and maximize your wealth. And, you expect the same level of savvy advice that your clients demand from you. At Wurz Financial Services, that is what you will find. We have the knowledge, experience and education to help you reach the next level.
Fiduciary, Independent, Fee-Based Financial Advisors
At Wurz Financial Services, you can be confident that we are on your side. We are fiduciaries–this means that we are legally bound to put your best interests first at all times. Also, we are fee-based advisors. We do not earn commissions to sell you products. We are paid only by you the client. Additionally, as independent financial advisors, we answer only to you, not some large institution. We are committed to trust, honesty and transparency in all we do, avoiding conflicts of interest so that we can always do what is best for our clients. Ready to explore what it means to be a Wurz Financial client? Give us a call at (859) 291-9879 or schedule a call below. We’d love to talk with you.
Subscribe to The Lawyer Millionaire Podcast!
As part of our mission to help lawyers and law firm owners maximize wealth and achieve financial independence, we launched The Lawyer Millionaire Podcast! Now you can enjoy our professional advice and insight wherever you are.
Click here to subscribe on iTunes, Android, and your favorite podcast channel! And join our mailing list below to be notified when new episodes are available.
Available Now! The Lawyer Millionaire Book!
Also, be sure to check out The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes and Retiring with Confidence written by Darren Wurz and published by the American Bar Association. In this book, you will learn how to build wealth, minimize your taxes and plan for retirement with money management strategies designed for the legal profession. Order your copy now at the ABA Book Store.
Complimentary 30-Minute Planning Session
Want to know if you are on track for retirement? Need someone to review your investment allocation? Questions about tax strategies? Let’s chat! Schedule your free 30-minute planning session below.