Bruce Lutz
Bruce M Lutz, LUTCF

Sr. Financial Services Executive
Financial Advisor

Welcome and thank you for visiting!

My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular MetLife product or service.

I look forward to hearing from you. 

                                                                            CA Insurance Lic. # 0741786
 

I am licensed and registered to offer products and services in [CA, CO, KS, LA, MN, WA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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