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 follow ourselves.
One example of this is the onboarding of our newest team member, Douglas Miller, CLU®. Doug first joined Alliance Advisory Group (AAG) in 1992, a firm affiliated with Lutz & Associates, making this a seamless transition for Doug and his clients.
While we’ve been affiliated for a number of years, Doug decided to formalize a long-term business relationship with us in order to perpetuate a legacy of service and value to his clients. While he has no intentions of retiring in the near future, this partnership allows him to offer more support and services to his clients.
Just as we help our clients with their succession planning and preparation, we do the same for our team members. By formalizing a business relationship with our firm, Doug will not only have access to additional resources, but his clients will have a team behind them when he does eventually retire. This will offer his clients a more streamlined transition with their financial strategies and accounts.
I invite you to join me in welcoming Doug to our team. As a Chartered Life Underwriter (CLU®), he has demonstrated his extensive knowledge of life insurance and risk management with a high level of ethics and commitment to clients. He is the current President of the Board of the Estate Planning Council of Rochester and a member of the Rochester Society of Financial Service Professionals (SFSP), and the National Association of Insurance and Financial Advisors (NAIFA).
Doug has a number of years of industry experience under his belt and will make a great addition to our team. He’s been a mentor to me in many ways, and I’m honored and look forward to working closely with him and his clients. Going forward, we will work together to help pre-retirees transition from their accumulation years to their distribution years, as well as assisting business owners with estate and succession planning.
At Lutz & Associates, our advisors help you discover what you are trying to accomplish and what is or what could get in your way of accomplishing it. We uncover your options and turn in-action into action. If you’d like to learn more about our expanded team or our comprehensive retirement, estate, or business planning services, I encourage you to contact me by emailing Carl_Lutz@glic.com or calling 585.264.1111. You can also schedule a complimentary introductory phone call online.
About Carl
Since 1999, Carl Lutz has served more than 400 families and business owners in the area of building and protecting wealth. Today he spends much of his time helping pre-retirees transition from accumulation to distribution, in conjunction with serving business owners in the areas of estate and succession planning. Along with nearly two decades of experience, he has received the "Advanced Financial Planning" designation, the Chartered Financial Consultant® (ChFC®), signifying his comprehensive and in-depth knowledge of financial services. To learn more about Carl, visit www.lutzandassociates.com or connect with him on LinkedIn.
This material was prepared by an independent third party.