This year has already brought significant changes to Social Security, especially for public service employees like teachers, firefighters, police officers, and other government workers. The most notable development is the repeal of the Windfall … 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.
Navigating Market Volatility with Confidence
The stock market has recently been experiencing increased turbulence due to various factors, including government policy uncertainty around tariffs, renewed inflationary pressures, and AI skepticism. You may be wondering what this all means for your investments and how it will … Read More
Chart of the Month: New Tariffs Signal a Major Shift in U.S. Trade Policy
In early April, the U.S. administration unveiled an aggressive new round of tariffs that could reshape global trade dynamics. A standard 10% tariff will now apply to most imports—regardless of origin—unless specific exclusions are made. In addition, a second layer of tariffs, … Read More