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Fee Based Planning

After years of experience it has become clear to us that people want to be sure that they are receiving objective advice. Therefore, we charge an hourly rate to help you be clear about your objectives, create financial organization, review all four financial domains and make recommendations based on your objectives and the objectives of each financial domain.


  • Wealth Protection Review
  • Investment Analysis & Management
  • Retirement Income Planning
  • Estate Planning
  • Business Succession Planning

Fee based planning services offered through Park Avenue Securities, LLC, a registered broker dealer and Investment Advisor. Lutz & Associates is not a registered investment advisor.