Lutz Financial vs FuturePlan Retirement Tracker

This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.

FuturePlan’s deep expertise, decades of experience, and advanced analytics uncover unparalleled insights to enhance the success of our participants. Our mobile experience allows you to securely access your account anytime, anywhere to help you monitor your retirement savings. Use your device to: • Register, enroll, and log into your 401(k) • Monitor your account balances and see how close you are to your retirement goal • View your transaction history including your last contribution amount • Keep your personal profile up to date, including username, and password We are backed by the strength and resources of Ascensus, a national firm with unmatched data security and continuous investment in advanced technology. All data is transmitted using secure socket layer (SSL) technology, and no data is stored locally on your device. The images provided are for illustrative purposes only.