Wurz Financial Services - Retirement Planning and Investment Management

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Address:

Phone:

1-888-510-2362

Fax/Other:

888-510-2362

401k Pro Guide - Master Your 401k Like a Pro

We can offer personalized, ongoing guidance on your 401k (or any other employer retirement plan) to maximize your returns and limit your downside risk. 

  • Are you getting close to retirement?
  • Do you have a sizable balance in your 401k?
  • Are you disappointed with your 401k performance?
  • Are you concerned about the future of the stock market and how it may affect your 401k?
  • Are you looking for help??

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. Sure, the 401k company might send in its 401k reps each year to talk with you, but wouldn't you like someone to hold your hand and walk you through the ups an downs in the market?

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 know the dilemma you face: you want to maximize your growth, but you also want to protect what you've built up. We can help you do both. Our 401k Pro Service was built just for 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. 

How much does it cost?

We charge a flat fee for this service that does not depend on the size of your account. We have two options available depending on your needs and budget:

Basic 401k Pro - $150 per quarter

  • One 1-hour meeting with us each year
  • Quarterly custom built report on how your 401k should be allocated
  • Access to MoneyGuidePro retirement planning software

Premium 401k Pro - $300 per quarter

  • Two 1-hour meetings with your advisor each year
  • Monthly custom built report on how your 401k should be allocated
  • Access to MoneyGuidePro retirement planning software

Don't let your 401k suffer through the next bear market. Let us help you maximize your return and avoid the next crash in your 401k. 

Want to learn more? Call us today to schedule a free consultation at 888-510-2362. 

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