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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
- Investment Advisory
- Retirement Plan Services
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.
Learn MoreNews & Insights
The 60/40 Proved It's Not Dead (Again) + Market Update + 12.5.23
Advanced Estate Planning: What to Know Before 2026
Why You Should Expect Stocks to Outperform Cash Over Time + Market Update + 11.21.23
November Retirement Plan Newsletter 2023
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.