Helping Lawyers Reach Financial Independence
It takes courage to become a successful lawyer. You invested a lot of time, capital and energy to get where you are. You’ve built up your practice and you are finally in a place to start building serious wealth. You are also starting to think about the future and life after the law. Someday you would like to start cutting back and spending more time with your family. But all the late nights and tough cases may have left you with little time to think about or plan for the future and retirement. And perhaps you are feeling a bit behind. Sound familiar?
We Specialize in Serving Attorneys
We can help. We are financial advisors who specialize in serving attorneys and law firm owners. Representing you and your interests is a job we take very seriously. We specialize in helping lawyers and law firm owners maximize their wealth and get on track for retirement and financial independence. We do this by:
- Helping you create a comprehensive financial plan for your future
- Monitoring your plan and keeping you on track to your goals
- Finding ways to minimize your taxes so you can keep and save more
- Accelerating the growth of your portfolio using sophisticated tactical investment strategies
You want to make sure that you are making all the right, winning moves that will help you catch up and get on track for retirement. You want to make sure you are doing everything you can to grow your money and maximize your wealth. And you expect the same level of savvy advice that your clients demand from you. At Wurz Financial Services, that is what you will find. We have the knowledge, experience and education to help you reach the next level.
Fiduciary and Independent
As fiduciaries and independent financial advisors, we are on your side and we will put you and your interests first. We are committed to trust, honesty and transparency in all we do. You know the law. We know finance. Let us help you make the most of your hard won dollars and your future. Give us a call and set up a free, no obligation consultation. We’d love to talk with you.
Subscribe to The Lawyer Millionaire Podcast!
We are on a mission to help lawyers and law firm owners maximize wealth and achieve financial independence. That’s why we’re excited to introduce The Lawyer Millionaire with Darren Wurz so you can now enjoy our professional advice and insight wherever you are!
In this podcast we will help you build wealth, minimize taxes, and plan for retirement with money management strategies designed for the legal profession.
Join us on this journey where we help you manage your money so you can make the most of your future. Start feeling confident in knowing you are well prepared for retirement and on track for financial independence.
Click here to subscribe on iTunes, Android, and your favorite podcast channel! And join our mailing list below to be notified when new episodes are available.
Free 30-Minute Financial Planning Session
Want to know if you are on track for retirement? Need someone to review your investment allocation? Questions about tax strategies? Let’s chat! Schedule your free 30-minute planning session below