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Retirement Planning. Investment Management.

6904 Springvalley Drive Suite 301
Holland, OH 43528
Phone:
  • 888-510-2362
Fax:
  • 888-510-2362

let's create a retirement plan that gives you confidence.

 

You have a lot of ideas about your future. You've earned it! 
You may want to spend more time with your family,
or start a new venture, or travel, or just play golf every day -
with
out worrying that you won't have enough.

You want to retire knowing what you've built will last the rest of your life.
 

But this is going through your head:

  • When is the right time for me to step away from work?
  • Will my portfolio provide enough income over my lifetime?
  • Will my spouse and family be okay if something happens to me?
  • Will I be able to help my grandkids with college?

These are difficult questions and you know you can't answer them alone. We help people like you!

You've worked with other advisors in the past, but have you worked with a planner? We're planners - but not the kind that just plug your numbers into a worksheet and send you on your way. We work intimately with you to figure out how much income you'll need in retirement and how to generate that income from your investments, social security benefits, pension benefits and other income sources in a sustainable way that feels good to you. But our work doesn't stop there--we'll actively monitor your financial plan and closely guide you throughout your next adventure in life.  

The difference between working with us and other financial advisors is this:

Our name is on the door.

That means we're here to stay. And we'll be here to serve your needs for many years to come.You need an advisor who you trust--one who understands you, who will live up to their commitments, and who will help you protect and grow the wealth you've worked so hard to accumulate.  

 

Click here to find out more about how we work with our clients.

"Plan with care. Live with couarge." ®

 

Wurz Financial Services is proud to work with TD Ameritrade, Fidelity Investments, MFS, American Funds and other reputable investment companies.

Richard Wurz

Flipbooks

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Videos

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Calculators

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck