History

A Legacy of Trust. A Future of Possibility.

Every great retirement story begins with a dream, and ours began with a commitment to helping people turn those dreams into reality.

Dluzak & Associates was founded in 1986 on the belief that financial planning should be about more than money. It should be about people, relationships, and the freedom to enjoy the life you've worked so hard to build.

Over the years, we have had the privilege of helping individuals and families navigate the many financial decisions that come with retirement. Through changing markets, changing times, and changing generations, one thing has remained constant: our dedication to putting our clients first.

In 2025, Amy Boedeker became the owner of Dluzak & Associates, continuing the legacy of trust and personal service established by Marijo Dluzak. Having been part of the firm since 2011, Amy understands the importance of the relationships that have shaped our business and the responsibility that comes with carrying them forward.

Today, we embrace a new chapter while honoring the foundation on which our firm was built. We stand firm on our belief that retirement should be something to look forward to with purpose, confidence, and excitement.

We believe your retirement should be about more than the money you've saved. It should be about the people you love, the experiences you cherish, and the opportunities that lie ahead.

Our history is built on relationships. Our future is built on helping you make the most of yours.

Be Inspired To Be Retired.