Financial Planning and Retirement for Attorneys

 

You're a successful attorney.
You've been focused on helping your clients make smart decisions.

Now the time has come to make smart decisions for your own future. 
That's where we come in...

 

We can help you. Let's face it. It takes a lot of courage to become a successful attorney. You've worked hard to get where you are. You invested time, capital and energy. You endured the late nights and the tough cases. And all the while, you faithfully contributed to your 401k plan.

But you may have not given much thought to what life after law would look like. Life has just been too busy.

Until now.

We know you're facing some tough questions like:

  • Can I afford to maintain my lifestyle in retirement?
  • Am I doing everything I can today to solidify my future?
  • How do I start thinking about a succession plan?
  • Will my portfolio provide enough income for my spouse and I in retirement?

Law firms and attorneys represent a large percentage of our satisfied clients. That's because representing you and your interests is a job we take very seriously. 

Here's how we help:

Clarifying Your Financial Picture

We know you're busy and your time is valuable. Your financial life has many moving parts. We'll help you organize and simplify your financial life by helping you gain clarity about where you are and where you want to be. Using our powerful retirement software, we'll help you monitor and track your progress. We help you figure out how all the pieces fit together in a way that feels good. 

Creating a Plan For Your Future

We help you retire the way you want. We know its hard to walk away. Whether you want to start winding down, stop working altogether or start a brand new venture, we have the education and know-how to guide you in the right direction so you and your family can live comfortably--even after you retire. We'll help you think through every aspect of retirement and succession planning, including selling your firm if possible, and create a comprehensive plan to support you and your family so you can make the most of your future. 

Managing Your Investments

You want to make sure you'll have enough to retire and to last the rest of your life. You want to continue to grow your wealth, but most importantly you want to protect what you've worked so hard to build. You don't have the time to manage your own investments. You need someone at the helm who is watching over your portfolio on a daily basis. We'll do just that.  We can help you determine your optimal level of risk, create a customized investment strategy appropriate for you and monitor your investments continuously, making changes as needed.

We know that you demand the same level of savvy advice that your clients demand from you. And that's what you'll get at Wurz Financial Services. We're not part of a big bank that has one eye on your portfolio and the other on theirs. We are an independent firm--that means we're free to help you make the winning moves that will be best for you. As fiduciaries, we'll put you and your interests first. 

You know the law. We know finance. Let us help you make smart financial decisions, so you can make the most of your future. Give us a call and set up a free, no obligation consultation. We'd love to talk with you.

 

Call us at 859-291-9879 or schedule a call/meeting below: