Financial Planning

Our clients typically seek Investment Advisory, Comprehensive Financial Planning or financial advice during a time of transition.

Investment Advisory Services

The Lubitz Financial Group delivers personalized integrated Wealth Management Services.

Our services

 We believe Wealth Management is more than the management of your investments. It is more than the creation of a retirement or investment plan and well beyond performing regular check-ups of your portfolio.

About us

We're known for being the firm that cares the most about you and your financial well-being. We demonstrate this through our strong culture and passion for excellence, as measured by the duration of both client relationships and staff tenure. We are perceived as leaders in our profession by our focus on financial planning, our commitment to investment management, and our involvement in the community.

About you

Financial Planning

Our clients typically seek Investment Advisory, Comprehensive Financial Planning or financial advice during a time of transition.

Investment Advisory Services

The Lubitz Financial Group delivers personalized integrated Wealth Management Services.

Are you ready to take a journey you’ve not been on, but know you should take?

 

That’s what good financial planning is all about. We can’t tell you how many times a new client has said as they leave the meeting, “I feel really good starting this process with you because it’s something I know I should have done years ago.”
 
Are you ready to start?  We are.  We talk openly, feel deeply, and think clearly. Please see if we are a fit for you.

 

 

 

Our History: 

 

This postcard was mailed in 1910 to Linda Lubitz’ great-grandfather: It was true then, and it’s still true today...

A financial issue? 

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What leads you to our website?

Which best describes you?