Comprehensive Financial Planning for Successful Attorneys and Retiring Couples

Thinking about the retirement can be exciting. It can also be nerve-wracking and overwhelming. You may have a lot of questions and concerns. You might be worried about when it is safe to step away form work or if you have enough money to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or concerned about how a market downturn could change things for you. You might be curious how you can catch up and get on track after paying down your student loans. 

The good news is you aren't alone. At Wurz Financial Services, we know what you're going through and we want to help you make your ideal retirement a reality.

What We Offer

We specialize in comprehensive financial planning for attorneys and business owners. We will help bring financial order to your complex situation so you can gain clarity about where you are, where you want go and how to get there. We will examine all the details of your cash flow, investments and other resources to make sure you are doing everything right and making the most of your hard won dollars. We will help you manage your cash flow, reduce your taxes, make sure you are on track for retirement. 

When it comes to retirement, we will help you determine what your annual cash flow needs will be in retirement and how your investments, other financial resources and possibly the sale of your law practice or business can best be used in the most tax efficient way to meet those needs. We know you may face some tough decisions navigating the complexities of your pension benefits, 401k, deferred compensation plan and social security benefits. We will provide you with a detailed analysis of your options and guide you to make the best decisions for your future. If it has to do with your retirement we have you covered!

Our Process

Step 1: Defining Your Goals

Our first step is to define and clarify your goals. We will ask a lot of questions to find out exactly what you are looking for and what kind of future you envision for yourself. We will discuss your values and priorities and clarify your specific goals and objectives.

Step 2: Gathering and Analyzing Data

Next, we will gather detailed data about your specific goals and objectives. We will review your accounts and financial statements. We will talk about your investments and how much risk you are able to handle. We will enter your data into our powerful retirement planning software, MoneyGuidePro, and start our initial analysis.

Step 3: Reviewing Initial Analysis and Recommendations

Our approach is collaborative—this is one thing that makes us unique. Instead of simply presenting you with our analysis, we will meet with you to discuss our initial analysis and collaborate to create a successful overall financial and investment strategy. 

Step 4: Finished Plan and Implementation

Finally, we will present you with your completed, written financial plan and implementation checklist, and provide you with your online access to MoneyGuide Pro so that you can see your financial plan and track your progress over time. And we will work with you to implement, execute and monitor your plan. 

Pricing and Options

  • We offer a comprehensive planning package that covers everything for one low, flat fee: $1497
    • 4 meetings (1 hour each) to create and implement your plan
    • Access to your plan online through MoneyGuide Pro
    • All aspects of retirement planning
  • Or we can work on hourly basis. Our hourly fee rate is $250 per hour. 

Why Work with a CERTIFIED FINANCIAL PLANNER™ Professional?

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow. Darren P. Wurz, MSFP is a CFP® professional.

 

Getting Started: Complimentary Retirement Review

Ready to find out if you're on track for retirement? Call us at 859-291-9879 to receive your complimentary retirement review and planning session (30 minutes). During the call, we will do a quick analysis to help you guage your retirement readiness, offer specific suggestions and answer any questions you have. 

Schedule your free, no obligation 30 Minute Retirement Review Call now:

 
 
 

 

 

Also, check out our free webinar below!

 

FREE Webinar: Will I Have Enough to Retire?

4 Simple Steps to Calculate How Much YOU Need.

Do you worry about having enough money to retire? Do you worry about your money lasting throughout retirement?

There are a lot of retirement calculators and random figures out there that 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 workshop, where I will 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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