YOU HAVE A LOT OF IDEAS ABOUT YOUR FUTURE...

You've earned it! You may want to spend more time with the family, or start a new venture, or travel, or just play golf every day--without worrying that you won't have enough.

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

 

But these questions going through your head...

  • When is it safe for me to step away from work?
  • Will my portfolio provide enough income for the rest of my life?
  • When should my spouse and I take social security and/or pension benefits?
  • Will my spouse and family be okay if something happens to me?

These are difficult questions and you know you can't answer them alone. We have the expertise to help people like you deal with these difficult questions. 

Schedule a complimentary call with us now to see if we're a good fit.

 

You may have worked with other advisors in the past, but have you worked with a planner?

We're financial advisors in Kentucky and Ohio. And we're planners. Not the kind that just plug your numbers into a calculator and send you on your way. We'll work intimately with you to create a detailed, comprehensive plan that feels good to you.

 

We know that protecting your portfolio is as important to you as growth.

You want to protect what you've saved and you want to see it grow, too. We're dedicated to making that happen. Our tactical investment approach is designed to achieve both. We'll help you create an investment plan and manage your investments in a way that's designed to profit in both good times and bad.

 

 


FREE Webinar: Will I Have Enough to Retire?

4 Simple Steps To Calculate How Much You'll Need

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, Darren Wurz MSFP, CFP®, 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

 


 

 

 

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