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WHY
We believe that most people are experiencing some internal turmoil over the “right” thing to do with their finances. Whether it be over cash flow decisions, estate planning, wealth management, investing, social security choices, business succession or even competing goals such as paying for college and being able to retire.
WHAT
We 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.
HOW
We do this by applying macro-economic thinking to all of your financial decisions leading you to optimal financial balance which allows you to alleviate financial threats and to meet your financial obligations with more certainty than luck.
UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
At Lutz & Associates, we understand that every situation is unique and we strive to take the mystery out of preparing for today and tomorrow by employing a comprehensive financial analysis. Whether your goal is preparing for retirement, college savings, or executing an estate strategy, our personalized service focuses on your needs, wants and financial goals and objectives.
Our professionals have decades of experience counseling individuals, families and business owners on their financial strategy. Our goal is to serve as a trusted alliance to you throughout every stage of your life. We look forward to working with you.