CERTIFIED FINANCIAL PLANNER® (CFP®) professional
and an ACCREDITED INVESTMENT FIDUCIARY® (AIF®)
serving pre-retirees and retirees managing the transition to retirement since 1991.
Managing the Transition to Retirement
Wealth planning and tax-managed strategies for pre-retirees and retirees.
Independent Fiduciary Advice
All about your fiduciary advisor
Jim Lorenzen, CFP®, AIF®, and the IFG philosophy including answers to most frequently asked questions.
What are Your Priorities?
Building an attractive financial future begins with a blueprint.
Let’s begin designing your financial future today!
Plan with a
CERTIFIED FINANCIAL PLANNER® Professional
Who is also a Fiduciary Advisor
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!
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Why wait for an advisor?
You can begin planning on your own right now with MyBlocks !
Begin planning on your own with MyBlocks !
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