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
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Saving for College 101
Here's a crash course on saving for college.