You have a lot of ideas about the future--you've earned it! You may want to spend more time with your family, start a new venture, travel, or just play golf every day. You have worked with other advisors in the past, but have you worked with a planner who gets you? We're planners who specialize in serving attorneys and couples who are within 5-10 years of retirement.
We won't just plug your numbers into a formula or give you cookie cutter advice. We'll work intimately with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits and other assets in a sustainable way that feels good to you.
We won't just plug your numbers into a formula or give you cookie cutter advice. We'll work intimately with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits and other assets in a sustainable way that feels good to you.
Services
Thanks for visiting our website and learning more about why we do what we do and what is unique about us. Our story goes back three generations. We are an independent, family run advisory firm. I guess you could say it's in our blood. We work with successful attorneys and retiring couples who want more than just a statement every month.
Wurz Financial Services is an independent, family-owned and operated business. We are dedicated to helping you move with confidence from your working life to a comfortable retirement. Our family's legacy goes back three generations to 1957 when John Wurz first became licensed and entered the business.
Financial advising is in my blood-so much so that it wasn't even really a question of whether or not I'd spend my life helping others with their finances. My father has been in the financial services industry since before I was born, and since we all know that in parenting more is caught than taught, I caught the finance bug, followed in my dad's footsteps, and have never looked back.
Thinking about the retirement can be exciting. It can also be nerve-wracking and overwhelming. You may have a lot of questions and concerns. You might be worried about when it is safe to step away form work or if you have enough money to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or concerned about how a market downturn could change things for you.
You have probably worked with other financial advisors before. Most of our clients have too. If so, you know the drill--they ask you a series of risk tolerance questions and plop your money in one of their asset allocation models and you never hear from them again. Most firms have the same tired approach to managing investments: diversify and hold on.
Reviews (1)
Elizabeth Julius
Nov 09, 2017
Report
