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
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.