Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
5701 Lonetree Boulevard #219
Rocklin, CA 95765
Phone : (916) 367-4411
Fax : (916) 367-4410
Email ; jeff.lorenz@401fc.com
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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Calculate the dividend yield of a holding and see what that means for income over time.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Savvy investors take the time to separate emotion from fact.
It Was the Best of Times, It Was the Worst of Times
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Safeguard Your Digital Estate
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The Junk Drawer Approach to Investing
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