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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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retiremement IQ Quiz

How much do you know about Retirement Income?

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

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.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

More Newsletters →