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
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
View all calculators
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.