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
Helpful Content
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here's a crash course on saving for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.