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When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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5 Key Items to Review During Financial Due Diligence
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  • Maximizer, Analytical, Futuristic, Relator, Strategic

Tom Hodgson, CFP®

Investment Advisor
Tom Hodgson is an Investment Advisor at Lutz Financial. He began his career in 2011. Tom specializes in providing comprehensive financial planning, investment advisory, and retirement planning for high-net-worth individuals and families. He lives in Elkhorn, NE, with his wife Carlie and children Aubrey and Jack.
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Areas of Focus
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Retirement Cash Flow Planning
  • Income Tax Planning
  • Social Security & Medicare Planning
  • Estate Planning
  • High Net-Worth Families
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association, Member
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Educational Background
  • BSBA in Economics, Creighton University, Omaha, NE
 

Thought Leadership

Tax-Free Roth Strategies: Backdoor Roth IRA & Mega Backdoor Roth
Financial Planning Tax-Free Roth Strategies: Backdoor Roth IRA &...
We’ve noticed a consistent theme of people focusing on reducing taxes now rather than planning for ...
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Smart Legacy Building: Effective Tax-Saving Strategies for Your Estate
Accounting Smart Legacy Building: Effective Tax-Saving...
In the previous segment of our Estate Planning Series, we discussed the 2026 sunsetting of estate ...
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Advanced Estate Planning: What to Know Before 2026
Accounting Advanced Estate Planning: What to Know Before 2026
The approaching deadline of January 1, 2026, is drawing closer, bearing significant implications ...
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Tom Hodgson, CFP®