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How To Avoid Being Negligent When It Comes To Risk
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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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
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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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Lutz Financial

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Lutz Financial Services

Connecting Money with Meaning

At Lutz Financial, our professionals understand that securing your financial future is a process, not a one-time event. The circumstances regarding your family, business, taxes, philanthropic interests, and goals are unique. Our advisors are equipped with the knowledge and solutions to help you get there.

Based in Nebraska, our midwestern values, relatability, and integrity set us apart. We offer financial planning and investment advisory services to individuals, endowments, and foundations. Additionally, we provide retirement plan services to small and medium-sized businesses.

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Financial Planning

Lutz Financial will create and manage a comprehensive plan that addresses your immediate and long-term goals. With your priorities in mind, we’ll help with estate and contingency planning, retirement planning, succession planning, tax planning, and more.

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Investment Advisory

Our registered investment advisors stay well-informed on the current state of the market, industry knowledge, and best practices. We take the time to listen and develop an evidence-based plan that aligns with your values and capitalizes on your goals. 

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Retirement Plan Services

Our team understands that your employees’ financial future is no small matter. We offer practical, easy-to-operate options, including pooled employer plans, custom retirement plans, and small business retirement plans to fit your organization’s needs.

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The Lutz Financial Difference

You work hard to earn a living, and we refuse to leave your financial security to chance. Our financial consultations and plans provide a customized, comprehensive approach to meet you where you are and leave you feeling confident in your financial future. 

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News & Insights

Market Commentary
Tis the Season... For Market Forecasts + 12.11.24
As we near the finish line for 2024 the number of notable economic data releases and other ...
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Market Commentary
Moving to Cash Can Be Costly + 11.27.24
After a small decline in October, the market has clearly regained its stride. Large-cap stocks ...
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Market Commentary
Are Investors Too Optimistic About the Stock Market? + 11.20.24
Each week, the American Association of Individual Investors (AAII) publishes a popular ...
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Financial Planning
Advanced Estate Planning: What to Know Before 2026
The approaching deadline of January 1, 2026, is drawing closer, bearing significant ...
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Craft Your Ideal Financial Future

Your finances are in the right hands with our CERTIFIED FINANCIAL PLANNER™ professionals. We design our fee-based services to ensure financial decisions center around your values and unique goals.

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