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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Jim Boulay, Lutz Financial Investment Advisor and Managing Member, serves as the honorary chair for the Crohn’s & Colitis Foundation’s 2025 Night of Champions Gala. The annual event recognizes individuals and organizations making a meaningful impact in the fight against IBD.
Jim’s involvement with the Foundation is deeply personal. Following his son’s Crohn’s disease diagnosis in eighth grade, he turned his family’s experience into a mission to raise awareness, fund research, and connect with others facing similar challenges.
Since helping launch the first Night of Champions Gala in 2017, Jim’s leadership has helped grow the event from a small gathering into one of the region’s premier fundraisers, with this year’s celebration aiming to raise more than $500,000 for research, education, and patient support.