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Business Owners

Business owners take risks every day with employee relations, compliance, regulatory agencies, debt, etc. Many have business partners, key-employees and/or family working in the business.

Designed properly, strategies specific to business owners help you to be competitive in the job market place, reward and retain key employees, and to maximize your ability to accumulate retirement assets.

Lutz & Associates has the experience and expertise to assist in these areas:

  • Financial organization

  • Wealth protection review

  • Key employee reward programs

  • Buy/sell planning and funding

  • Succession planning

  • Estate planning

  • Wealth management including 401(k)

Having owned a family business, Carl Lutz has a unique insight on how difficult it is to find and keep good staff. He also knows how hard you work as a business owner and the importance of being able to maximize every dollar in the most efficient way possible. 

Book a Meeting with Carl