LUTZ BUSINESS INSIGHTS
Norby Joins Lutz Financial
Bailey joins the team as a Client Service Associate. She is responsible for the preparation and filing of client data, as well as ensuring an exceptional client experience during every interaction. Norby received her Master’s degree in business administration from Creighton University.
Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…read more
Lutz M&A announced that it served as exclusive financial advisor to Fantasy’s, Inc. in connection with its recent acquisition by Casey’s General Stores, Inc. (“Casey’s). Casey’s is a Fortune 500 company (NASDAQ CASY)…read more
Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine…read more
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