Eric Lutz Email & Phone Number

Hartford, Connecticut, United States

Hartford, Connecticut, United States

Providing solutions for Plan Sponsors by mitigating risk of their fiduciary responsibility from missing participants as well as uncashed checks within the plan. Uncashed distribution checks of missing participants are still plan assets protected under ERISA. IPX has the automated solution to alleviate the potential risk these missing assets could attribute to the plan.

Chicago, Il

Midland IRA specializes in holding alternative assets in IRA accounts. Alternative assets can include: real estate, private funds, promissory notes, private equity, and more. With a self-directed IRA, investors have the freedom to select their own assets and manage them as they see fit; account owners call the shots. For those who want a smarter way to save for retirement, Midland IRA can help you achieve the retirement you’ve always dreamed of. As an expert self-directed IRA administrator, we provide custodial services, record keeping and ongoing education for our clients.

Fort Myers, Florida Area

Worked with Naviplan to create financial plans and scenarios for clients. Also helped to implement the CRM into the practice, to create processes for a more efficient workplace environment

Naples, Florida Area

Helped run the tennis program four days a week while also teaching lessons to a variety of different age groups.

Greenville, South Carolina Area

Assisted Financial Advisor by working in excel and creating financial illustrations for their clients while also managing the CRM software. Helped to plan a 300 person client appreciation event.

Greenville Area, South Carolina

Educated clients on risk management, portfolio management, and the financial services industry.