Lutz

About

Lutz Financial offers a range of investment advisory and financial planning services for individuals, endowments, foundations, and small- and medium-sized business retirement plans. The company focuses in the areas of cash flow, estate and income tax planning and asset, personal risk and debt management. Lutz Financial offers active and passive portfolio management services. It is affiliated with Ameritrade and Dimensional Fund Advisors. The company is an affiliate of Lutz & Company, which was established in 1980 and is one of the largest, locally owned public accounting firms in Nebraska. Lutz & Company provides wealth management and consulting and financial reporting services.