Why we created our firm?​

To Make a Positive Difference in Your Financial Life Now and in the Future​

Every member of our team shares these same Core Values

Why should you partner with The Lubitz Financial Group?

You may not have time to spend on your finances.

There is too much information to digest.

You make decisions on the spur-of-the-moment, without adequate research and consideration, or on a mostly emotional basis.

There has been an event in your life concerning money and you need help.

You are uncomfortable with money issues or feel you don’t know enough.

You have accumulated wealth and want to avoid making mistakes.

So much is happening in the world, it’s hard to know what issues, much less the best actions to take.

You have had bad experiences with advisors concerned more with how much they make instead of how much you will make.

You and your spouse disagree, so you either end up doing nothing or one of you is unhappy.