Wurz Financial Services - Retirement Planning and Investment Management

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Address:

Phone:

1-888-510-2362

Fax/Other:

888-510-2362

Personal 401k Advice

We can offer personalized, ongoing guidance on your 401k (or any other employer retirement plan).

  • Do you have a 401k and no one to help advise you on how to invest in it?
  • Tired of mediocre or poor performance?
  • Confused about what funds or investment options to choose?
  • Worried about protecting your 401k from market downturns?

Unfortunately, many 401k providers and most advisors do not offer any advice on how you should be managing your 401k... you're left all on your own. 

We can help!

Thankfully, you don't have to wait until you retire or change jobs to receive professional investment advice. We're here to help you. 

We'll analyze the funds available in your 401k and give you guidance on where you should be invested. No matter what company you work for--we can help you. 

You'll recieve:

  • Our weekly market updates which include:
    • Current status of our indicators
    • Analysis of market trends
    • Profit making opportunities we see
    • Outlook for the markets
  • Personalized allocation provided on a quarterly basis
  • Analysis and ranking of 401k options provided on a quarterly basis
  • Mid-quarter adjustments and market exit/entry signals as needed

How much does it cost?

We charge a flat fee for this service of $150 per quarter. This fee does not depend on the size of your account. This flat fee arrangement allows us to maintain an unbiased perspective and provide recommendations that are free from conflicts of interest. We do not offer a free trial period, but you are free to cancel at any time. 

Don't let your 401k suffer through the next bear market. Let us help you!

Want to learn more? Send us a message through the link below to get started.

Contact Us 

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