Share this information with your spouse to assure you each have access to manage important financial tasks independently.
Want to receive financial market updates straight to your inbox? Sign up below!
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.
Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Chris Wagner, Director of Retirement Plan Services, began his career in 2004. As the leader of Lutz's retirement plan division, he serves as the firm's primary authority on business retirement solutions. His solid foundation in financial advisory and employee benefits, coupled with his background as a financial advisor has positioned him as a trusted expert in this specialized field.
Focusing on retirement solutions, Chris provides strategic advisory services to companies, small businesses, and nonprofit organizations across various industries. He designs and implements benefit strategies that address complex challenges while creating meaningful impact for both employers and employees. Chris values helping organizations create programs that attract and retain talent while helping employees prepare for their financial futures.
At Lutz, Chris makes the complex simple - a talent that defines his approach to retirement planning. He excels at taking intricate regulations, investment options, and organizational needs and transforming them into clear, actionable strategies. Clients appreciate his ability to explain complicated concepts in straightforward terms, making retirement plan decisions more accessible for business owners and their employees alike.
Chris lives in Elkhorn, NE, with his wife Kristin, daughter Brynn, and son Owen. Outside the office, he can be found watching his children's sporting events, playing basketball, golfing, and hiking in the mountains when he can.