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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Saving for College 101
Here's a crash course on saving for college.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.