How We Manage Financial Portfolios

The Truth About Investing For Retirement

Tap for sound

Are you looking for a better way to invest?

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!

Presented by

img

Darren P. Wurz, MSFP, CFP®

About Darren

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.