At Wurz Financial Services, we have earned the trust of business-owners across various sectors—lawyers managing their practices, realtors steering their own estate groups. We understand that as cornerstones of your business, the right retirement plan for you and your associates is paramount. A well-designed employer retirement plan, such as a 401(k), SEP IRA, or even a Cash Balance Plan, can provide significant benefits including tax savings, substantial wealth accumulation, and high employee retention.

Find Your Ideal Retirement Plan

In the world of retirement plans, the range of options can feel overwhelming. What matters is having a plan tailored to your unique circumstances, ensuring you reap the full benefits. Be it the initial deliberations about establishing an employer retirement plan or contemplating upgrading from SEP IRA/SIMPLE IRA to a 401(k), our expertise will help you navigate through these considerations.

Unlocking the Potential of Retirement Plans

Our insight extends beyond the surface of retirement plans, encompassing SEP IRAs, 401(k)s, and Cash Balance Plans. We work with you, decoding complex terms and regulations to design a plan that aligns with your business needs. From exploring sophisticated strategies like Roth features, spouse employment, to profit sharing – we craft a path that speaks to your goals.

Embrace Fluidity with Independent Financial Advisors

Choosing us means forming a partnership that puts your needs in the spotlight. As your dedicated point of contact, we manage all the user-facing aspects for you, saving you the burden of handling tricky calls with large financial institutions. Your peace of mind is our top priority.

A Spectrum of Personalized Investment Strategies

Beyond aiding in implementation and management of your plan, our value extends to offering a plethora of custom investment options. From personalized investment strategies to professionally managed portfolios, we ensure your business gets the maximum benefit from your plan.

Plant the Seed for a Rewarding Financial Future

Setting the course towards stringent financial security begins with a simple step. Feel free to schedule a meeting with Darren or Travis to understand our unique value proposition. Or, if you prefer, call us at 859-291-9879 and let’s plan your journey with Wurz Financial Services.