CARL LUTZ, ChFC, RICP, CExP
Since 1999, Carl Lutz has helped more than 400 families and business owners create financial security. Today he spends much of his time helping the next generation of income earners implement healthy financial habits, pre-retirees transition from accumulation to distribution with confidence, and business owners grow and protect enterprise value while preparing them for the inevitable exit from their business.
Since he recognizes that the primary asset of your business is people, his primary focus is to help his clients protect their business and families from unforeseen life events such as lawsuits, sickness or injury, dying prematurely, a partner leaving the business or losing a key employee.
He has consistently qualified as a member of the Million Dollar Round Table (MDRT) in recognition of exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internally as the standard of sales and excellence in the life insurance and financial services business.
Registered Representative & Investment Advisor of Park Avenue Securities & Financial Representative of Guardian