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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?