The closer you get to retirement, the more the excitement builds. Unfortunately, questions and concerns can often grow too. You may find yourself wondering when to step away from work or if you have enough money saved to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or worry about how a market downturn could change things for you.
The good news is that you aren’t alone. At Wurz Financial Services, we know what you’re going through and we want to help you make your ideal retirement a reality. After all, you’ve earned it. So whether you are five or ten years away from your retirement date, our priority is to help you protect what you’ve saved and see it grow too!
Who We Are
Wurz Financial Services is an independent, family owned and operated business. We’re planners, but not the kind who just plug your numbers into a worksheet and forget about you. We work closely with you to figure out what income you’ll need to provide for a comfortable and secure retirement and how to generate that income from your investments, Social Security benefits, pension benefits, and other income sources in a way that gives you complete confidence in your financial future.
How We Work
Here’s what you need to know: you come first, always. That means when you work with us, we start by taking a deep dive into your life, getting to know and understand you, your unique circumstances, and the people and things that matter most to you. Then we look ahead, identifying your goals for both the short and long term, so we can create an organized financial strategy that will simplify your complicated finances and accomplish your financial dreams.
Through our personal one-on-one approach, we don’t just tell you what to do. We partner with you to come up with a plan that feels right for you and you get to decide how and when you want to hear from us. If you want monthly check-ins, no problem. If you’d rather us reach out to you once a quarter or once a year, that works too. Regardless of your planning and communication preferences, we’ll be watching over your portfolio and retirement plan full time.
What We Offer
Our specialty is comprehensive retirement planning. Broken down, that means we provide a retirement readiness analysis, retirement income and expense forecast, estate planning recommendations, and portfolio risk/return analysis. We also help you to optimize your Social Security benefits and guide you through any pension or 401(k) questions and decisions. If it has to do with your retirement, we have you covered!
Who We Serve
In case you haven’t picked up on it already, the majority of our clients are within five to ten years of retirement. They come from various backgrounds and professions, but they all see the value in planning for their future. We also offer services catered specifically to attorneys and business owners. We are well-versed in the unique challenges these careers have and have made it our goal to take the financial burden off your back so you can focus on your career and your passions.
Why Clients Choose Us
We believe our clients choose to work with us for a few reasons. Most importantly, they trust us. They know that we are knowledgeable and experienced and that we will treat their money with care. They also appreciate that we make financial topics easy to understand, simplifying confusing topics so they can make decisions with confidence. Finally, our clients value the personal, long-term relationship we offer. Not only are we proactive and committed, but we also want the best for your life.
Ready For The Next Step?
We want to be the shoulder you lean on when it comes to your retirement finances. With our education and decades of experience, we have the skills and expertise to help you put together a robust, comprehensive plan so you can get excited about retirement. Schedule a no-obligation consultation to find out if we’re the right people to guide you on your journey to retirement. Contact us at 1-888-510-2362 or firstname.lastname@example.org today! Also, join us at our next free webinar entitled “Will I Have Enough To Retire?” Register here today!
Darren Wurz is a co-owner and financial planner at Wurz Financial Services, an independent, family-owned and operated financial services firm dedicated to helping its clients transition from their working life to a comfortable retirement with confidence. Darren received his master’s of science in financial planning from Golden Gate University and also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He operates the Northern Kentucky/Cincinnati office of Wurz Financial Services and is an active member of the Covington, KY rotary club, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. To learn more about Darren, connect with him on LinkedIn.