I help individuals and real estate agents build tax free and passive income, optimize their financial plan, and implement strategies to significantly lower lifetime tax. I use a hands on investment approach so you are ready for the good times and bad. You are a successful agent, selling listings and cashing checks but something feels like it is missing. Do you feel like you should have more profits to show for all the sold listings? Or maybe you just don't have the time to implement and monitor tax and financial strategies and feel behind on your financial goals? Many top tier real estate agents feel the same way. They didn't have a plan for the massive fluctuations in income and where to allocate their funds so they were spending too much, keeping too little, feeling disorganized about finances and stressing over taxes even though they have a great income.I help top agents be as successful with their finances as they are at selling listings. I have created a system for top tier agents to implement tax minimization strategies, build tax free passive income, optimize cash flow, and build generational wealth. I can help you get on track, create a cash flow plan, and automate your finances so you can be doing what you are best at. It is more than just income, or retirement. It is creating a plan to live the lifestyle you want, while having financial independence and creating a legacy."Plan with care. Live with courage." ® (419) 276-1576wurzfinancialservices.comInvestment advisory services offered through Schmerge Executive Planning Services (SEPS), Inc., a registered investment advisor. Securities offered through Fortune Financial Services (FFS), Inc., member FINRA/SIPC. Wurz Financial Services, SEPS Inc., and FFS Inc. are separate entities.