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Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most. 

  • Are you nervous about stock market volatility?

  • Do you wonder if you are truly prepared for retirement?

  • Do you have specific questions about your financial plan?

  • Would you like a second opinion on your investments or retirement plan?


We're Here to Help Virtually

We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals and see how we may be able to help. 

In our no-cost introductory phone call, we'll discuss:

  • Which financial questions do you have?

  • What worries you about your financial future?

  • What are your concerns or goals when it comes to investing?

During our discussion, we'll answer any specific questions you may have and take the time to learn more about your values, goals and objectives. 


How to Prepare For Our Call

You don't need anything to prepare for the meeting, and there's no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the calendar below to schedule your call online now!


Get Started Now

Schedule your free 30-minute introductory call today to:

  • Plan to maximize your financial future

  • Get answers to your specific questions

  • Get personalized recommendations for your unique situation


Schedule meeting with Darren Wurz


Schedule meeting with Travis Wurz



You can also call 859-291-9879 or email