Planning to retire in the next 5-10 years?




You have a lot of ideas about your future. You've earned it!
You may want to spend more time with family, start a new venture, travel, or just play golf everyday--without worrying that you won't have enough.
You want to retire knowing that what you've built will last the rest of your life.  

But this is going through your head:

  • When is the right time to step away from work?
  • Will my portfolio provide enough income over my lifetime?
  • How do I plan for social security, pension income and withrdawals from my investments?
  • Will I survive a market downturn in retirement?

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

As independent financial advisors in Kentucky and Ohio, we work with people who are within 5-10 years of retirement. You may have 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 forget about you. We'll work closely with you to figure out what income you'll need 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. 

When it comes to your investments, we know that you want to protect what you've saved and see it grow too! We're dedicated to making that happen. And we'll help you create an investment strategy to do just that. 






Join us for our next workshop!

Will I Have Enough to Retire?

How to Calculate Your Ideal Amount in 4 Simple Steps

There are a lot of retirement calculators and random figures out there that tell you how much you should save for retirement, but how much do you really need based on your unique situation? At this event, retirement planner Darren Wurz will show you how to estimate your ideal amount, give you some important steps to take to reach that goal, and share the biggest retirement planning mistakes to avoid!

This free event will take place at 200 West Pike Street, Suite 100, Covington, KY 41011 and will include light refreshments. If you want to take control of your retirement, you don't have to do it alone. Let us help you prepare for your golden years and be part of the 17% of Americans who are completely confident in their retirement prospects. Space is limited, so register today!

Date: Thursday, June 13th

Time: 5:30-6:30pm

Location: 200 West Pike Street, Suite 100, Covington, KY 41011




Join us at our next free webinar:
How Much Do I Need to Retire?

Do you worry about having enough money to retire? Do you worry about your money lasting throughout retirement?

There are a lot of retirement calculators and random figures out there that tell you how much you should save for retirement. But how much do YOU need based on your unique situation?

Join me for this 1-hour workshop, where I will guide you through the calculations to determine how much you need to be able to retire in 4 simple steps. 


In this webinar, you will learn:

  • How to forecast your future expenses (adjusted for inflation)

  • How to calculate how much money you'll need to meet those expenses without running out of money

  • How to determine if you are on track to the retirement you've dreamed of!


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