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Welcome Richard Hall, CFP®

We are thrilled to announce the addition of Richard Hall, CFP® to the Pitzl Financial team. Rick brings two decades of experience in financial services to our firm, hailing from Merrill Lynch, Smith Barney, and Norwest (Wells Fargo). As a Wealth Advisor at Pitzl Financial, Rick will be instrumental in the financial planning process with our […]

Tax Cuts and Jobs Act of 2017

The highly anticipated tax reform we have been hearing much about lately is expected to be passed into law today. While the economic and political implications of this bill will be unknown for some time, we at least have an understanding of the individual changes taking shape that will impact your planning in the years […]

2015 Q2 MARKET REVIEW

2015 Q2 MARKET REVIEW

Greece – Round 3 The month of June closed with a sharp global market decline over the last two weeks of the quarter on news out of Greece. Banks and markets throughout the country closed the last week of June after Prime Minister Alexis Tsipras announced he was calling a referendum on July 5 to […]

Three Essential Elements of a Great Financial Plan

Three Essential Elements of a Great Financial Plan

“Spring is the time of plans and projects” -          Leo Tolstoy – Anna Karenina   Spring is always an exciting time of year. As the world around us awakens from the winter, we all seem to experience a bump in energy and commitment to the plans and projects we outlined at the turn of the […]