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When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Chris Wagner, CFP®, CPFA®

Director of Retirement Plan Services, Principal
Chris Wagner is the Director of Retirement Plan Services at Lutz Financial. He began his career in 2004. Chris specializes in providing company and corporate retirement plan consulting and investment advisory services He lives in Elkhorn, NE, with his wife, Kristin, and children, Brynn and Owen.
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Areas of Focus
  • Retirement Plan Consulting
  • Investment Product Analysis
  • Provider & Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design Analysis
  • Investment Advisory Services
  • Participant Education
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED PLAN FIDUCIARY ADVISOR
  • Charles Schwab Retirement Trust and Advisory Board, Member
  • Retirement Plan Advisory Group, Member
  • National Association of Plan Advisors, Member
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Community Service
  • Marian Jr. Crusaders Basketball Program, Volunteer Director
  • Charles Schwab Trust & Custody Advisory Board, Board Member
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Educational Background
  • BSBA in Marketing, Midland University, Fremont, NE
  • American College of Financial Services, Bryn Mawr, PA

Thought Leadership

Tax Credits Increase for Companies Establishing a Retirement Plan in 2023
401(K) Tax Credits Increase for Companies Establishing a...
On December 29th, 2022, the omnibus spending bill, which included the SECURE Act 2.0, was signed ...
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Tips for Administering a Prudent Retirement Plan
401(K) Tips for Administering a Prudent Retirement Plan
When it comes to designing and deploying a retirement plan for your company, it’s best to follow a ...
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The 2017 To-Do List for 401(k) Plans
401(K) The 2017 To-Do List for 401(k) Plans
With the increased scrutiny and litigation of retirement plans, many businesses may be looking into ...
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Chris Wagner, CFP®, CPFA®