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News & Insights
Are You Prepared? Financial Access Checklist for Spouses
Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.
- Consulting Services
Resources
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What is a Comprehensive Risk Assessment?
To start managing your business's risk, you will need to conduct a comprehensive risk assessment.
Business Insights
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Top 3 Financial KPIs Every Business Owner Should Track
Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.
- Financial Services
NEWS & INSIGHTS
Financial Market Updates
Want to receive financial market updates straight to your inbox? Sign up below!
- M&A Services
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7 Factors to Consider Before Selling Your Business
We give you exclusive insights on the business sale transaction process to help you answer seven important questions.
Business Insights
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Key Items to Review During Financial Due Diligence
- Talent Services
News & Insights
5 Benefits of Using Gallup's StrengthsFinder in Your Company
Gallup’s StrengthsFinder assessment can help you identify the strengths of the people working in your teams.
- Tech Services
Resources
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Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Business Insights
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17 Tech Tips & Tricks
We’ve listed 17 shortcuts and hacks that will help you use tech to your advantage and make your daily life a little easier.
Business Insights
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Webinars & Events
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Lutz Talk Business
Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.
Resources
Take a deep dive into challenging business topics with these free educational resources.
- News & Insights
- Maximizer, Analytical, Futuristic, Relator, Strategic
Tom Hodgson, CFP®
Areas of Focus
- Comprehensive Financial Planning
- Investment Advisory Services
- Retirement Planning
- Income Tax Planning
- Social Security Analysis
- High Net-Worth Families
Affiliations & Credentials
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association, Member
Educational Background
- BSBA in Economics, Creighton University, Omaha, NE
