David J Lutz Jr Email & Phone Number

“Save with Dave” is my motto, the name of the quarterly newsletter I personally write, and my mission. Save what you may ask? Well, in particular, three things….time, money, and aggravation.Save Time – I try as best as possible to put myself in your shoes. I realize that your time is extremely valuable to you. As such I try to work around your schedule. I have met clients on Sundays, holidays, and even returned phone calls when I have been off sick or replied to an e-mail in the evening. I will meet you at my office, your home, or a neutral location if that is most convenient for you. No matter where or when we meet, I try to share my education, experiences, and knowledge to develop a financial plan for you to relieve any anxiety and worry you may have about your future so that you can go about your daily activities. Save Money – Let’s face it you are only going to work so many years and earn so much money in your lifetime. How you spend it is the key. I basically try to look at your monthly cash flow to see where you stand today and where you may be able to save money on certain expenses. In turn, you can use those savings to focus on other life goals or areas of importance. Save Aggravation – Have you ever been sold a product or service only to learn that company or salesperson is no longer in business or changed affiliations? Well, I have been working in the financial services industry since 1999 and I plan to continue to do this as long as possible. The key that allows me to be happy and satisfied with my work is to be completely independent. By being independent, it allows me to focus on what is best for you and is the only true way to provide unbiased advice. I have found this is also the key to maintaining a long term, satisfied clientele. If any of what I have said above appeals to you or you may want to learn more, please don’t hesitate to contact me and begin your journey to Save with Dave.

Listed skills include Insurance Planning, Investments, Small Business Retirement Planning, Investment Planning, and 4 others.