Darren Wurz, CFP^®

We are financial advisors for successful attorneys and couples within 5-10 years of retirement. We have offices in Cincinnati and Toledo, Ohio, but we work with clients across the country. We help clients like you reduce taxes, maximize wealth and plan for retirement and succession. You may have worked with other financial advisors before, but have you worked with a planner who specializes in working with people like you? We specialize in creating financial and investment strategies for attorneys and couples to maximize your wealth and minimize your taxes so you can make the most of your financial future. We will work intimately with you to help you figure out what kind of income you'll need in the future and how to generate that income from your investments, social security benefits, pension benefits, the sale of your law practice / business 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.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households