Welcome to episode 31 of The Lawyer Millionaire Podcast where our talented interviewer, Darren Wurz, delves deep into the insightful journey of Scott Love, the Founder of the Attorney Search Group. In this engaging episode, Scott spills the beans … Read More
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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.
Maximizing Your Financial Success: The Ultimate End-of-Year Checklist
As the year draws to a close, it's the perfect time to reflect on your financial achievements and chart a path to even greater success. Consider this your end-of-year financial planning nudge—a friendly reminder that the ultimate key to maximizing your financial future lies in … Read More
Streamlining Processes, Maximizing Income, and Embracing Authenticity with Jordan Ostroff (Ep. 30)
Welcome back to The Lawyer Millionaire Podcast! In today's episode, we have an insightful conversation with Jordan Ostroff, a former prosecutor who has successfully transformed his law firm by implementing strategic automation, marketing tactics, and a deep commitment to … Read More