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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.

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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

Financial Planning
7 Tax-Smart Strategies to Enhance Your Charitable Gifting Plans
When implementing your charitable planning, you have many different vehicles and strategies to ...
Market Commentary
Dominant Companies vs. Dominant Investments + Market Update + 2.6.24
Over the last year, the U.S. stock market has been dominated by a handful of large companies. ...
Market Commentary
What is a 'Normal' Return for Stocks? + Market Update + 1.30.24
The stock market has taken investors for a wild ride in recent years. With repeated price ...
Market Commentary
A New All-Time High for Stocks + Financial Market Update + 1.23.24
The stock market has shown considerable momentum in recent months, culminating last week in a ...
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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.