The Lubitz Financial Group

Education

Educational Events/Webinars

Market Watch & Markets

Questionnaires

2016 Fixed Income Changes

Preparing For Your First Meeting With Us

Cash Flow Questionnaire

Values-Based Estate Planning Questionnaire

Investment Policy Statement Questionnaire

Fact Finder Questionnaire

General Information

Investment Policy Statement Sample

50 things: What a Professional Financial Advisor Does for You

Philip Herzberg's October 19, 2017 Presentation to the Estate Planning Council of Greater Miami and on February 23, 2018 to the Coral Gables/South Dade Estate Planning Council.

"ABLE Account Planning Insights for Special Needs Individuals and their Families"

Markets

Market Commentary

Linda Lubitz Boone, CFP Resumé

Compliance

Form ADV Part 2A and Part 2B

Slides from Philip Herzberg's October 18, 2018 Presentation at the Joint Estate Planning Council of Greater Miami Workshop & Dinner Event with the Financial Planning Association (FPA) of Miami.

"Proactive IRA Planning Strategies After Tax Reform"

Phil Herzberg's June 4th Presentation on the SECURE Act

"Client Planning under the SECURE Act"

Form CRS