Douglas Lutkus
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Douglas Lutkus is a registered investment adviser based in Lincoln, California, specializing in flat fee fiduciary investment advice, business exit strategies, and retirement planning. The firm aims to help clients navigate complex tax deferral strategies and optimize their asset allocation for long-term financial success.
Understanding the challenges of business ownership, Douglas Lutkus emphasizes the importance of effective business exit planning, given that a significant portion of shareholders' wealth may be tied to their businesses. With a commitment to transparency, all fees are fully disclosed and paid directly by clients or from corporate retirement plan assets.
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