Retirees or Seniors
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Bruce Lorenz
Financial Advisor
CFP®, MBA, FHFMA
Boldin Advisors300 West Michigan St., #602, Duluth, MN 55802
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Major Milestones I Specialize In
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
You can expect investment advice and financial planning guidance with a flat fee; no percentage of assets fees. Whether you are retiring at 50 or 70, we can work together to develop a financial plan and ongoing support is available as needed. On the medical side, I can explain your choices before Medicare and when it's time for Medicare decisions, we'll navigate the surprises, mistakes to avoid, and the deadlines to meet.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.