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 enjoy your retirement, knowing that what you've built will last the rest of your life.

 

But are these questions going through your head?

 

> Is this the right time for me to step away from work?

Will my portfolio provide enough income for the rest of my life?

> How can I protect my investments from a market crash?

> 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 help people like you.

We're financial advisors and retirement planners in Covington, Kentucky and Holland, Ohio, and we have clients across the country. You've worked with other advisors before, but have you worked with a planner? We're planners--not the kind that will just plug your numbers into a worksheet and send you on your way. We work intimately with you to figure out what kind of income you 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.

 The difference between working with us and other financial planners is this: 

Our name is on the door!

Click below to find out more about how we work with our clients.

 


Free Webinar: Will I Have Enough to Retire?

Important Steps 5-10 Years Before Retirement

 

Do you worry about having enough money to last through retirement? There are a lot of retirement calculators out there that will 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 webinar, where I'll guide you through the calculations to determine how much you need to be able to retire in 4 simple steps.  

 

Will YOU Have Enough to Retire?

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Will YOU Have Enough to Retire?

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