Comprehensive Retirement Planning

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.

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

Our specialty is comprehensive retirement planning. We will help you look at the entire picture from A to Z to make sure you are doing everything right. We provide a thorough retirement readiness analysis, income and expense forecast, estate planning recommendations and portfolio risk/return analysis. We can help you optimize your Social Security benefits and guide you through any pension or 401(k) questions or decisions. If it has to do with your retirement we have you covered!

Here's what we can help you with:

  • Determining what is the best time for you to retire
  • Forecasting and planning for future goals and expenses like healthcare
  • Optimizing your Social Security claiming strategy
  • Determining the best pension benefit for you
  • Assessing your risk tolerance and creating a customized investment strategy to meet your goals
  • Evaluating your life and disability insurance coverage
  • Reviewing your stock options or company stock plan and providing recommendations
  • Calculating how much you need to save and determining the most optimal and tax-efficient investment vehicles for you
  • Determining the most tax efficient withdrawal strategy in retirement
  • Reviewing your 401k allocation and options
  • Developing an estate plan that achieves your legacy goals

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 determine the adjustments you're comfortable making to create a retirement plan that will succeed and that feels good to you.

Step 4: Finished Plan and Implementation

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

Pricing and Options

  • Total All-Inclusive Planning Package: $1497
    • Up to 4 meetings (1 hour each) to create and implement your plan
    • Access to your plan online through MoneyGuide Pro
    • All aspects of retirement planning
  • Custom Planning Project: $250 per hour

Getting Started

To get started, simply schedule your complimentary Q&A meeting using the calendar below. Or, you can call us at 859-291-9879 or email dpw@fortunefinancialservices.com to schedule your complimentary Q&A meeting. During this meeting we will:

  • Review your retirement plan and investments
  • Find out if we're a good fit.
  • Answer your questions and concerns
  • Discuss your needs, goals and priorities
  • Discuss project scope and pricing

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.

Call us at 859-291-9879 or schedule your no-obligation consultation or schedule a meeting below.

 

 
 
 
 

 

 

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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