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About LORENZ FINANCIAL
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and guidance
- Provides personalized financial planning services
- Assists in creating and managing investment portfolios
- Helps clients achieve their financial goals
Facts and Insights
LORENZ FINANCIAL has been in the financial industry for over 20 years and has a proven track record of success in helping clients improve their financial standing. In addition, the firm has a strong reputation for delivering personalized and comprehensive financial solutions that are tailored to meet each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
- Individuals and families
- Small business owners
- High-net-worth individuals
- Professionals and executives
Fees & Compensation
LORENZ FINANCIAL operates on a fee-only basis, meaning they do not accept commissions or referral fees for their services. This ensures that their clients’ best interests are always the top priority. Fees are based on a percentage of assets under management.
Background
The team at LORENZ FINANCIAL has a diverse background in the financial services industry, with many years of experience working with clients from various backgrounds and financial situations. Each advisor is committed to ongoing education and staying up-to-date on the latest industry trends and best practices.
Financial Advisor Disclosures to Know
LORENZ FINANCIAL follows strict regulatory guidelines and is a registered investment advisor with the Securities and Exchange Commission (SEC). Clients can expect full transparency and disclosure of any potential conflicts of interest in their financial planning and investment management services.