Our Financial Services

Financial Destiny, Inc. is led by licensed chief strategist and Certified Financial Planner (CFP®) Certificant, Gary D. Wurl, who provides comprehensive financial planning and investment management services to our clients. We focus on Retirement Planning and Investment Management of IRA and Retirement Plan Rollovers.

However if your needs span a large spectrum of financial planning related disciplines or just a few targeted areas, we can provide a customized solution to best meet your unique situation and financial goals.

All of our strategies are tailored to provide ongoing financial services that help you achieve your most important goals. Since each financial decision tends to impact others, we encourage you to consult with us regarding all of your needs so we can help you develop and implement a comprehensive and fully integratedsolution. Our services offered include:

Retirement Planning
Cash Flow/Asset Management
Investment Management
Estate Planning
Education Planning
Tax Planning
Life Insurance
Disability Insurance
Long Term Care Insurance
Health Insurance

Pic of Financial Planning Model

As an independent, full-service firm, we provide open solutions that are not limited to particular companies or product groups. This means we can recommend and implement those solutions that have the highest probability of producing the results you need to achieve your specific goals.

Whether you’re looking for a second opinion on your 401(k) investments or for ongoing comprehensive financial planning services, we can easily customize our services to meet your unique circumstances and set you on a path to achieve your financial goals.