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

Plan with a
CERTIFIED FINANCIAL PLANNER® Professional

Who is also a Fiduciary Advisor

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.

A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. 

James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.

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Wealth planning and tax-managed strategies for individual investors.

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Recent Posts

17 Unexpected Retirement Expenses

I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.

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