401(k) Advice for Attorneys and Retiring Couples

Do you need help with your 401(k)?

  • Do you have a 401k and no one to 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 can analyze the funds available in your 401k and help you determine what's the best allocation for you. No matter what company you work for--we can help you. We'll help you determine your risk tolerance level, evaluate funds for fees and performance and help you make sure you're taking advantage of all the features available to you. 


Introducing: 401k Pro Guide!

With our 401k Pro Guide service, we'll help you create a customized allocation tailored to your risk tolerance and time horizon. And we'll help you update your allocation as needed. We have two options:

1. Annual 401(k) Pro Guide: With our annual services, we'll meet with you once a year to analyze the funds available to you and create a customized allocation for you. The cost for this service is only $250 per year. 

2. Quarterly 401(k) Pro Guide: For investors who desire a more active and tactical approach, we'll provide a quarterly allocation that will vary your allocation based on trends in the markets with the goal to boost returns and reduce risk. The cost for this service is $150 per quarter. This includes 1 annual meeting. 


Call us at 859-291-9879, or schedule a complimentary consultation below.



Schedule meeting with Darren Wurz


Schedule meeting with Travis Wurz