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Affluent Earners

After years of experience, Lutz & Associates has learned that just because one is a good income earner doesn’t mean one is a good manager of money. These families benefit from financial organization, cash flow management, better protection and a balanced approach to building and protecting wealth.

Services offered:

  • Financial organization
  • Budgeting
  • Wealth protection review
  • Investments analysis and management



4 Ways Thinking Long-Term Can Improve Your Everyday Life

4 Ways Thinking Long-Term Can Improve Your Everyday Life

Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
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