Joe Hefflinger
Principal & Investment Advisor at Lutz Financial
- Role
- Principal & Investment Advisor at Lutz
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Hefflinger
A lot more is wrapped up in your financial future than just dollar signs. We get it.…
Experience
Principal & Investment Advisor
Jun 2022 — Present
Education
Santa Clara University
BS, Economics
1997 — 2001
Creighton University School of Law
JD, Law
2002 — 2005
Skills
- Equities
- College Education Planning
- Succession Planning
- Retirement Planning
- Disability Insurance
- Etfs
- Long Term Care Insurance
- Estate Planning
- Iras
- Investments
- Bonds
- Asset Allocation
- Mutual Funds
- Investment Advisory
- 401k
- Wealth Management
- 529 Plans
- Tax Planning
- Life Insurance
- Financial Planning
- Budgeting
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