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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Saving for College 101
Here's a crash course on saving for college.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.