Getting ready for retirement is thrilling, yet it can be a complex journey filled with uncertainties. Questions may abound about when to retire from work, return on investments, Social Security strategies, impacts of market trends, and financial stability post-retirement. But take heart – You’re not alone. Here at Wurz Financial Services, we understand your concerns intimately, and our mission is to help transform your dream retirement into a reality.
Our robust expertise lies in delivering comprehensive financial planning solutions. We excel at organizing your intricate financial picture, offering clarity about your current status, and charting the path towards your aspirations. Our meticulous examination of your cash flow, investments, and other resources culminates in a strategically-crafted plan tailored to achieve your long-term objectives.
Navigating retirement is our forte. We guide you through determining your annual financial needs post-retirement and advise on optimally utilizing your investments, financial resources, and, if applicable, proceeds from your business or practice sale, in the most tax-efficient way. We know the intricacies of pension benefits, 401k, deferred compensation plan, and social security benefits could pose challenging decisions – and we’re here to provide you with a detailed analysis of your options. If it’s linked to your retirement, we have you covered!
Step 1: Defining Your Goals
Our journey together begins by understanding you – your desires, your vision for the future, and your underlying values and priorities. This process of in-depth questioning helps us clarify your specific goals and objectives.
Step 2: Gathering and Analyzing Data
We collect detailed data about your financial landscape, reviewing your accounts and financial statements, and discussing your investments and your risk tolerance. We employ our advanced retirement planning software, MoneyGuidePro, for a thorough initial analysis.
Step 3: Reviewing Initial Analysis and Recommendations
What sets us apart is our collaborative approach. Rather than just presenting our findings, we engage in insightful discussions to co-create a dynamic financial and investment plan that ensures your overall success.
Step 4: Finished Plan and Implementation
Upon crafting a comprehensive financial plan and implementation checklist, we provide you with online access to MoneyGuide Pro to visualize your plan and track progress over time. Our work doesn’t stop there – we continuously partner with you to implement, execute, and monitor your plan.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
With over 30 years under our belt, our experience stands as a testament to our excellence. Our CFP® professionals have successfully met rigorous training and experience prerequisites and adhere to the CFP Board’s ethical standards prioritizing client interests. Darren P. Wurz, MSFP, is a proud CFP® professional. Partnering with CFP® professionals instills confidence today and assures a more secure tomorrow.
Start with a Complimentary Retirement Review
Keen on discovering your readiness for retirement? Reach out to us at 859-291-9879 for a complimentary 30-minute retirement review and planning session. We will perform a quick analysis, offering suggestions to explore your retirement readiness and answer your queries. Get started on your path to a secure and fulfilling retirement today.