On this episode of The Lawyer Millionaire Podcast, we present an in-depth conversation with Christopher Small, a prominent law firm owner who successfully ventured into the realm of entrepreneurship. This episode is pivotal for those in the legal … Read More
Wurz Financial Services | Financial Planning & Wealth Management
Lawyers and Law Firm Owners
Unlock the full potential of your financial future by leveraging our comprehensive services, including strategic wealth growth, tax efficiency, retirement planning, and investment management. With a proven track record of empowering law firm owners like you, we combine industry expertise with a personalized approach.
Unlock the full potential of your financial future by leveraging our comprehensive services, including strategic wealth growth, tax efficiency, retirement planning, and investment management. With a proven track record of empowering law firm owners like you, we combine industry expertise with a personalized approach.
Take the first step towards a prosperous financial journey. Schedule a complimentary consultation today, and let Wurz Financial Services guide you on the path to sustained wealth and success.
Click here to learn more about how we work with law firm owners.
Realtors
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
For you, retirement is about achieving a work optional lifestyle. You are focused on creating passive income from real estate and other sources so you can enjoy financial freedom. We can help you create a financial plan to achieve and secure financial freedom for yourself and your family.
Click here to learn more about how we work with realtors.
Retirees - Near Retirement
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
These are difficult questions, and you know you can’t answer them alone. We specialize in helping people just like you.
Click here to learn more about how we work with retirees and pre-retirees.
How a Panic Attack Led Law Firm Owner Marco Brown to Financial Independence (Ep. 104)
In the fast-paced world of law, financial independence might seem like a pipe dream, especially when saddled with overwhelming debt. Yet, Marco Brown, the distinguished owner of Brown Family Law, has a story that proves otherwise. Transitioning from a staggering $450,000 debt to … Read More
Lawsuits Can Destroy Your Wealth: How Offshore Asset Protection Shields Law Firm Owners with Blake Harris (Ep. 103)
Protecting Your Wealth: Why Offshore Asset Protection Matters On the latest episode of The Lawyer Millionaire Podcast, hosted by Darren Wurz, we explore the critical subject of protecting your hard-earned wealth through offshore asset protection. Joined by expert asset … Read More