Broker Check

5701 Lonetree Boulevard #219
Rocklin, California, 95765
CA Insurance Lic#0B84033

Jeffrey Lorenz

(916) 367-4411

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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

ryan.trulove@401fc.com

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Required Reading: The Economic Report of the President

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Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

5 Smart Ways to Mindfully Manage Your Money

Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...

Retirement Myths for Women

The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.

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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The A, B, C, & D of Medicare

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator helps estimate your federal estate tax liability.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Video: A Time to be Thankful

This Thanksgiving, replace internal fears with external gratitude.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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