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

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 ForwardFinancial 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.Compre...

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