Wealth planning and tax-managed strategies for pre-retirees and retirees.
All about your fiduciary advisor
Jim Lorenzen, CFP®, AIF®, and the IFG philosophy including answers to most frequently asked questions.
Building an attractive financial future begins with a blueprint.
Let’s begin designing your financial future today!
The withdrawal phase in retirement is different from the accumulation phase. During your working years, you just socked money away. But, during retirement there are decisions to make and tax traps to avoid – some of which can not only be unwelcome surprises, but irrevocable, as well. Getting your ducks lined up well in advance can make a big difference in later years.
Whether you’re a pre-retiree or already retired, you can get started today. Tell me your priorities here then schedule your introductory call.
You can begin planning your tomorrows right now!
Understanding the Diversification Puzzle
Lucy inherited more than $2.5 million in IRA assets from her late husband, Bill. As a surviving spouse, she had several choices for handling the account.
You’ve worked and saved all your life and have built a large retirement nest-egg. And if inflation hasn’t been bad enough—a million dollars isn’t what it used to be— you now face other issues – tax traps!
