13616 California Street Suite 300
Omaha NE 68154
Mr. James Boulay, CPA/PFS, CFP - Managing Member
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz Company P.C., a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach of comprehensive financial planning and investment advisory services. Our investment advisory services are also offered as a stand-alone service. To ensure our advice is objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services for a fee.