Luttner Financial Group Expands West Virginia Presence with Bryan Schod’s Strategy-First Financial Planning Approach

Luttner Financial Group names Bryan Schod as Managing Associate for West Virginia, introducing a strategy-first, education-driven financial planning model tailored to individuals and businesses.

United States, 9th Dec 2024 – Luttner Financial Group (LFG), one of the nation’s leading privately held wealth management firms, has appointed Bryan Schod, CFP®, CDFA® as the Managing Associate for its West Virginia operations. With his unique education-focused and strategy-first approach, Schod is set to expand the firm’s reach and redefine financial planning in the region.

Schod, a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), has a proven track record of helping clients make well-informed financial decisions through a focus on education and strategy. His appointment underscores LFG’s commitment to providing individuals and businesses with financial guidance rooted in long-term success.

“We believe that financial planning should start with strategy, not products. Bryan embodies this approach and brings exceptional leadership to our West Virginia team,” said a representative from Luttner Financial Group.

Strategy-Driven Financial Planning: A Better Way Forward

Financial planning often involves advisors steering clients toward specific products, such as investments or insurance plans. While common, this product-first model may not always serve clients’ best interests. Schod aims to change that by shifting the focus to strategy.

“When you start with strategy, the right decisions become obvious. Education is the foundation of our process, helping clients understand not just the ‘what’ but the ‘why’ behind their financial choices,” explains Schod.

Schod’s process involves a series of upfront meetings—typically five to seven—that allow clients to explore every aspect of their financial plan in detail. Once this foundation is laid, regular strategy sessions and on-demand consultations ensure clients remain on track as their goals evolve.

Comprehensive Services for Individuals and Businesses

Schod and his team specialize in a wide range of services designed to meet the needs of both individuals and small business owners.

For Individuals:

• Insurance and protection design to safeguard against life’s uncertainties.
• Wealth management strategies for building and preserving assets.
• Retirement income planning to ensure long-term financial security.
• Estate and wealth transfer strategies for efficient legacy planning.

For Business Owners:

• Design and implementation of qualified retirement plans, including 401(k) solutions.
• Group benefits plans tailored to attract and retain top talent.
• Business growth and transition strategies for closely held and family-owned enterprises.

This comprehensive approach allows Schod’s clients to address multiple financial priorities under one cohesive strategy.

Elevating Financial Resources in West Virginia

As Managing Associate, Schod brings his leadership to West Virginia with a personal understanding of the region’s unique financial challenges. A graduate of West Virginia University, he participated in managing the university’s endowment fund during his junior and senior years—a formative experience that deepened his knowledge of investment management and strategy.

Since joining Luttner Financial Group, Schod has led one of the fastest-growing practices among advisors under 40, serving a diverse clientele that includes high-net-worth individuals, healthcare professionals, technology leaders, engineers, and business owners.

“West Virginia deserves access to financial planning that prioritizes their unique needs and goals,” says Schod. “My role is to ensure that every client we serve feels empowered and informed throughout the process.”

Setting a New Standard for Financial Advisors

Schod highlights a troubling trend in the financial industry: advisors often recommend products aligned with their company’s offerings rather than tailored to client needs. This practice, while prevalent, can lead to suboptimal outcomes.

“Our industry has too much focus on products and not enough on strategy. Unfortunately, it’s not that difficult to get licensed as a financial advisor, and many lack the depth of knowledge needed to provide real value,” says Schod.

Schod’s strategy-first approach is designed to reverse this trend by educating clients and fostering long-term trust. This client-centric model ensures that every decision is made with clarity and purpose.

About Luttner Financial Group

Luttner Financial Group, a Lifetime Financial Growth Company, is a regional wealth management firm with offices in six states and nine major metropolitan areas. Serving over 67,000 clients with a team of 300 financial professionals, the firm ranks among the nation’s top financial services providers. Specializing in comprehensive wealth management and business planning, LFG is dedicated to helping clients achieve lasting success through customized strategies and expert guidance.

Media Contact

Organization: Luttner Financial Group

Contact Person: Bryan Schod

Website: http://www.bryanschod.com

Email: Send Email

Country:United States

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