Does Your Financial Plan Deserve a Second Opinion?
Think back to your last major decision, whether it was a career move, a relocation, a medical treatment, or something else entirely. Did you make a quick choice without exploring your options, or did you conduct research and gather as...Read More
Does Your Financial Plan Need CPR?
Have you ever wondered where is the best place to start reviewing your finances? Is it cash flow, debt reduction, or an investment analysis? Is it understanding beta, standard deviation or the differences between tactical, active or...Read More
The Key Differences Between the Accumulation and Distribution Stages of Life
At Lutz & Associates, we work with a number of individuals, families, and business owners. They’ve worked hard to attain their savings and they want to ensure it is protected for the future so they can confidently transition into...Read More
What First? Making Financial Decisions in the Right Order
When you get dressed, do you put your pants on first and your underwear on next? Do you put your shoes on before your socks? I know this is a silly analogy but bear with me. If you don’t get dressed in the right order, you would...Read More
We Practice What We Preach
A doctor doesn’t just offer health advice to his patients. He also follows his own advice for healthy living. At Lutz & Associates, we aim to do the same thing. The advice we provide to our clients is similar to the advice we...Read More
We Have Moved!
We are happy to announce the opening of our new office location. The new location will accommodate our growing firm and allow us to offer greater convenience and flexibility to our clients. Lutz & Associates works in affiliation with...Read More
The Biggest Lie Financial Advisors Tell
Do you know what drives your investment returns? If you’re like most people, the first thing that comes to mind is probably market performance. Many advisors consistently tell their clients the same lie: that the performance of...Read More
Our Free Introductory Meeting
Do you have a feeling that you need help with your budget or retirement plan, but aren’t sure where to start? Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition? Do you have specific...Read More
What We Do and How We Can Help
During the accumulation phase of life we should carefully plan to protect and build our wealth with a focus on turning cash-flow into net-worth. During the distribution phase of life (retirement) we need to learn how to turn net-worth...Read More
Why I Become A Financial Advisor
Some people are naturally drawn to certain careers and hobbies. For me, it’s business. I started my career running two family restaurants with my father and overseeing more than 20 employees for 16 years. While I loved the...Read More