Eric R Luttinen

We're guided by the premise of John Bachmann, a former managing partner of our firm who simply said, "Leave people better off than you found them."

We understand the difference between earning a living and making a living. I help people achieve their financial goals, and that involves a long-term approach to help determine what's in your best interest.

A native Yooper with nearly three decades of financial services experience, I've learned that relationships matter. Whether it's preparing for, or living in, retirement, planning for the unexpected or creating a legacy/inheritance, we offer solutions tailored to your goals.

Some of the best...