WHY LUTZ?
We understand all of the personal, financial and organizational matters that you lose sleep over and we’re here to make sure that you rest soundly.
CORONAVIRUS (COVID-19) RESOURCE CENTER
We understand there is a lot of uncertainty at this point in time. We have created a webpage that will house helpful resources and updates.
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Celebrating 40 years of Lutz!
Highlights from the Latest Tax Proposal + Financial Market Update + 9.14.21
House Democrats via the Ways and Means Committee detailed the proposed tax increases on corporations, investors, high-income individuals…
Lutz Expands 401(K) Services with Pooled Employer Plan (PEP) Offering
Lutz Financial recently announced its partnership with Newport, a leading independent retirement services provider, to offer the Lutz Financial Pooled Employer Plan (PEP)…
International Diversification in Charts + Financial Market Update + 9.7.21
Diversifying equity exposure internationally can potentially reduce volatility and smooth out periods of extreme performance disparity…
MIND WHAT MATTERS
We embrace your business as our own to energize the right solutions and help you thrive.
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