• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Consulting Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Lutz Talk Business
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

  • 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.
Website Icons_General_Lightbulb
Areas of Focus
  • Investment Advisory Services
  • Comprehensive Financial Planning
  • Business Owners & Families in Transition
  • Estate Planning
  • Insurance Planning
  • Charitable Planning
  • High Net-Worth Families
Website Icons_General_Check Mark
Affiliations & Credentials
  • Financial Planning Association, Member
  • Nebraska State Bar Association, Member
  • Omaha Estate Planning Council, Member
  • Chartered Advisor in Philanthropy®
Website Icons_General_Web Connections
Community Service
  • Partnership 4 Kids, Past Board Member
  • Christ the King Sports Club, Member
Website Icons_General_Business Building
Educational Background
  • JD, Creighton University School of Law, Omaha, NE
  • BS in Economics, Santa Clara University, Santa Clara, CA

Joe Hefflinger, JD, CFP®, CAP®