Wurz Financial Services - Retirement Planning and Investment Management

  • 888-510-2362

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!

Retirement Readiness: Social Security 101
How to maximize your benefits

Thursday, April 11th, 5:30-6:30pm

How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It's complicated ad overwhelming because there are so many different claiming options and variables. One wrong step could cost you thousands. We will discuss the basics of filing for Social Security and strategies that may maximize benefits for you and your family in retirement. 

Register now!




The Ultimate Retirement Planning Package!

Our all-inclusive retirement planning package is available for one low price!

If you are within 5-10 years of retirement, this was designed just for you. Through our signature planning process, we'll evaluate every aspect of your present and future finances. We'll guide you increating a plan that makes sense and feels good to you.


Learn more here:


Smart Portfolio Management that Makes Sense

We get it! You want growth AND protection.

You want to know there's someone at the helm when the market gets crazy. Not someone who will just say, "Hang on and think long term, it'll get better!" No, you want someone who will take decisive, proactive steps to guard your wealth. Our portfolio strategies are built on this idea. We'll work closely with you on a personal, one-on-one basis with the goal of maximizing your growth during bull markets and protecting your wealth during bear markets.

Learn more here:





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



You can review interesting calculators on my site.

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You can review interesting Flipbooks on my site.

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We have interesting videos for you to watch on my site.

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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