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Who is also a Fiduciary Advisor

Jim Lorenzen, CFP®, AIF®
James Lorenzen, CFP®, AIF®

The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.

You can begin planning your tomorrows right now!


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Wealth planning and tax-managed strategies for individual investors.

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Understanding the Diversification Puzzle


Recent Posts

Key Retirement Milestones

Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows.  Age 50 has a way of making all of us start thinking.

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