
Share this information with your spouse to assure you each have access to manage important financial tasks independently.
Want to receive financial market updates straight to your inbox? Sign up below!
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.
Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently added Adriane Washburn to its Grand Island office.
Washburn joins the firm as an Investment Advisor. She specializes in providing comprehensive financial planning, investment advisory, and retirement planning services for high-net-worth individuals and families. Adriane is a longstanding member of the Grand Island community and currently serves as a board member of the CHI/Saint Francis Hospital Foundation. She brings over 16 years of financial planning experience to the team.
Based in Nebraska, Lutz Financial offers financial planning and investment advisory services to individuals, endowments, and foundations, as well as retirement plan services to small and medium-sized businesses. Their approach is rooted in Midwestern values, emphasizing relatability and integrity. Lutz Finacial's highly credentialed team of advisors focuses on every aspect of your financial world, working to preserve capital and grow assets through evidence-based, objective advice.
"We are excited to extend the physical presence of our talented investment advisors to Grand Island, allowing us to better serve clients in the area," said Justin Vossen, CFP®, Investment Advisor and Principal at Lutz Financial. "Adriane's extensive experience and dedication make her a valuable addition to our team, and we look forward to her positive impact on our clients and the community."