If you're a planner and want to make sure you have enough money saved for your retirement, Lutz is…read morethe place to go! They have experienced financial advisors who will care for your future finances as if it were their own! I first met Lutz Co thru my work 401K and they meet with us once a year for any questions or updates. They're friendly, understanding, and can explain with details what is going on. I now use Lutz for our family financial planning for retirement and they have guided us as to what we'll need to save to achieve what we want in retirement. They make sure you're covered in every aspect (e.g. kids college) or unexpected situation in life (e.g. term life and living will). I trust them 100% & recommend them fully!!!

From the owner: Lutz is a client-focused business solutions firm dedicated to helping businesses and individuals…read moregrow, adapt, and succeed. Our team provides expertise across accounting, consulting, financial advisory, and technology services to deliver practical solutions that drive efficiency and long-term success. By combining deep industry knowledge with a collaborative approach, we work closely with clients to understand their goals and challenges. Our mission is to simplify complex business decisions, provide strategic insight, and build lasting partnerships that empower organizations and individuals to achieve sustainable growth and stronger financial performance.

Ashley is an amazing coach! She cares about her clients so much and always knows the right thing to…read moresay to help bust through blocks and go after what feels scary. She hosts amazing free events online and offline to teach and share her wisdom and is such a bright light! Once you talk to her you'll Immediately know she's the real deal!

Working with Ashley has changed my life! I was hesitant to hire a business and life coach as I had…read morenever worked with one before. Now, I find myself wondering what I would do without one. From the first time we spoke, Ashley made me feel comfortable sharing both my goals and hesitations. In addition to growing my business and professional skills, she's helped me work through blocks from my past and grow in ways I couldn't have imagined. Since we've worked together, my confidence in myself and my business has grown tenfold. She's reminded me of the importance of setting aside time for myself and I am a better person and business owner for it. I look forward to working with her for a long time and continuing to grow. If you're an entrepreneur, considering making the jump from the corporate world, or just looking to add more meaning to your everyday life, Ashley has the first-hand experience with each of those things and willingly guides you along the way with sound, caring advice and drives you to take action. It is so powerful to have someone hold dedicated space for you and work through your challenges and goals. Book a call with Ashley, you won't regret it!

Hancock and Dana is a great CPA firm. I have now known Leonard Sommer CPA for over 20 years now…read more A good Friend who I trust made the introduction. Leonard is not only a valued and trusted Advisor and CPA now to my family and I and my business but he also has become a friend. I also met John Hancock and Irv Dana years ago and have the utmost respect for them as well. Over the years, Leonard has introduced me to his partners and associates as well and we now do work with several of their team from CPA's that help with our taxes, to people helping with our bookkeeping, to the receptionist Lisa who helps create a great first impression and helps keeps things running smoothly there in the office as well. As a business owner in the Service industry myself, I appreciate what it takes to maintain a strong personal relationship with clients. This is a first class team and they deliver first class Service to their clients. Thank you to Leonard, Rebecca, Gloria, Erika, Lisa, Laurie and all of you that have helped us keep our affairs in order.

From the owner: At Hancock & Dana, we carefully match each client's needs with our professionals' skills and…read moreexperience. Include a high level of involvement from our partners, and innovative solutions are the result. We offer tax, business consulting, accounting, assurance, and exit and succession planning services. Our commitment is to help each client achieve their goals and ultimately, peace of mind.

I worked with Action Coach to help my employees. They were very professional and easy to work…read morewith. Highly recommend their services.

From the owner: Most business owners only have a JOB but a business is meant to be a vehicle for the owners…read moresuccess. The Business should do the work and a Business Owner needs to focus on Planning, Training and Innovating. Lets meet to discuss how this can work in YOUR business.