As independent financial advisors, we specialize in helping law firm owners and real estate professionals plan for their transition into retirement and more effectively manage their investments. We are an independent, family-owned business serving clients in Cincinnati, Toledo, and across the United States. For three generations, we have been helping clients like you achieve financial independence so you can enjoy a comfortable retirement or work-optional lifestyle.

You have a lot of ideas about your future. But are these questions going through your head?

Is this the right time to retire?
Will my portfolio provide enough income over my lifetime?
Will my spouse and family be okay if something happens to me?

These are difficult questions, and you know you can’t answer them alone. We can help. We will work closely with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits, and other income sources in a sustainable way that feels good to you.

You want to protect what you’ve saved and see it grow, too. We’re dedicated to making that happen.

Wurz Financial Services

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