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Financial Services

Lutz Financial

Lutz Financial Services

Connecting Money with Meaning

At Lutz Financial, our professionals understand that securing your financial future is a process, not a one-time event. The circumstances regarding your family, business, taxes, philanthropic interests, and goals are unique. Our advisors are equipped with the knowledge and solutions to help you get there.

Based in Nebraska, our midwestern values, relatability, and integrity set us apart. We offer financial planning and investment advisory services to individuals, endowments, and foundations. Additionally, we provide retirement plan services to small and medium-sized businesses.

SERVICES + SOLUTIONS

Financial Planning
  • Financial Planning
  • Investment Advisory
  • Retirement Plan Services
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Financial Planning

Lutz Financial will create and manage a comprehensive plan that addresses your immediate and long-term goals. With your priorities in mind, we’ll help with estate and contingency planning, retirement planning, succession planning, tax planning, and more.

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Investment Advisory

Our registered investment advisors stay well-informed on the current state of the market, industry knowledge, and best practices. We take the time to listen and develop an evidence-based plan that aligns with your values and capitalizes on your goals. 

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Retirement Plan Services

Our team understands that your employees’ financial future is no small matter. We offer practical, easy-to-operate options, including pooled employer plans, custom retirement plans, and small business retirement plans to fit your organization’s needs.

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The Lutz Financial Difference

You work hard to earn a living, and we refuse to leave your financial security to chance. Our financial consultations and plans provide a customized, comprehensive approach to meet you where you are and leave you feeling confident in your financial future. 

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Lutz Financial

News & Insights

Market Commentary
A Milestone for Index Funds + 3.26.24
Passive index funds achieved a notable milestone at the end of 2023. For the first time ever, ...
Market Commentary
Do active funds beat the market? + 3.19.24
For decades there has been a contentious debate around the use of active versus passive ...
Tech
Lutz adds Barnes, Meyers, and Wurtele
Lutz, a Nebraska-based business solutions firm, recently added Joslyn Barnes, Avery Meyers, ...
Market Commentary
What to Expect From Stocks After They Reach an All-Time High
The stock market recovery that lifted share prices through the end of last year has continued ...
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Craft Your Ideal Financial Future

Your finances are in the right hands with our CERTIFIED FINANCIAL PLANNER™ professionals. We design our fee-based services to ensure financial decisions center around your values and unique goals.