Lutz Financial

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Description

The team at Lutz Financial provides clients with solutions based on their own unique needs. These solutions help an array of businesses, individuals, foundations and endowments fulfill their investment and planning goals. Many of our clients utilize all of our services, yet our advisors can provide you with a solution specific to you.

Whether the “business” is a family owned company, or you are a longtime employee in a multi-national company with significant exposure to your employer’s stock, a client’s business is very important to his/her family’s financial health.

Second – Assemble a team of trusted professionals who have experience working with clients that have had similar windfalls. Depending on the size of your windfall, it will be important to work with multiple professionals. You may need an estate attorney, a CPA and a certified financial planner to help with the transition.

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