When implementing your charitable planning, you have many different vehicles and strategies to ...
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- Achiever, Learner, Competition, Arranger, Focus
Joe Hefflinger, JD, CFP®, CAP®
Investment Advisor, Principal
Joe Hefflinger is an Investment Advisor and Principal at Lutz Financial. He began his career in 2005. Joe specializes in comprehensive financial planning and investment advisory services for professionals, business owners, and retirees. He lives in Omaha, NE, with his wife Kim and daughters Lily and Jolie.
Areas of Focus
- Investment Advisory Services
- Comprehensive Financial Planning
- Business Owners & Families in Transition
- Estate Planning
- Insurance Planning
- Charitable Planning
- High Net-Worth Families
Affiliations & Credentials
- Financial Planning Association, Member
- Nebraska State Bar Association, Member
- Omaha Estate Planning Council, Member
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy®
Community Service
- Partnership 4 Kids, Past Board Member
- Christ the King Sports Club, Member
Educational Background
- JD, Creighton University School of Law, Omaha, NE
- BS in Economics, Santa Clara University, Santa Clara, CA
Thought Leadership
Financial Planning
7 Tax-Smart Strategies to Enhance Your Charitable...
Investment Advisory
Investor Do’s & Don’ts During a Bear Market
We are a little over halfway through 2022, and to this point, both the stock and bond markets have ...
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Financial Planning
Build Back Better Act + Impact on High Net-Worth...
Last week, the House Ways and Means Committee released its proposal to pay for the $3.5 trillion ...
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