Hi there! Thanks for stopping by. Are you looking for a better approach to managing your investment portfolio? Our approach to managing financial portfolios for our clients is very unique and we didn't develop it overnight. In this webinar, I'll share with you:
What I was taught about managing investments, the way most advisors manage investments and what's wrong with it
My search for a better investment solution and what I discovered
How a simple, tactical strategy can reduce risk and improve returns over the long term
How we do this for clients
I've got a ton of great information to share with you. So go ahead and sign up for a time and I'll see you at the webinar!
Darren Wurz is a retirement planner and portfolio manager at Wurz Financial Services, located in Cincinnati, OH. Wurz Financial Services is an independent firm that specializes in helping attorneys, business owners and others who are within 5-10 years of retirement create a comprehensive plan for their future. Darren received his Master’s of science in financial planning from Golden Gate University and also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Securities offered through Fortune Financial Services, Inc., member FINRA, member SIPC. Wurz Financial Services and Fortune Financial Services are separate entities. Investment advisory services and financial planning services offered through Schmerge Executive Planning Services, Inc., a registered investment adviser. Wurz Financial Services and Schmerge Executive Planning Services, Inc. are separate entities. All information contained herein is educational material and for illustrative purposes only and does not constitute a recommendation to buy or sell securities, is not investment advice and should not be used as investment advice.
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