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Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional from NewRetirement Advisors to identify and achieve your goals.
The world changes fast and so does your life. You deserve more than a 30-page paper financial plan that’s outdated a week after you get it. With NewRetirement Advisors, you get:
Designed by a CERTIFIED FINANCIAL PLANNER™ professional
Update and run your own scenarios
Check your evolving net worth
Your advisor is there when you need them
NewRetirement Advisors are fiduciaries. They are required to make recommendations that are in your best interests. Having trouble believing? You can use the Planner to see for yourself what the recommendations really mean in the context of your holistic plans.
They are here to answer your questions and they give you access to planning tools and education to help support your understanding of recommendations and potential financial outcomes.
Most advisors offer expertise to help you grow your savings. NewRetirement Advisors do that, but they are also experts in how to turn your savings into retirement income, get the best insurance options, understand risks to your financial security and so much more.
Whether you are aware or not, investment advisors typically charge a fee of 1% of the value of your assets. We hate to break it to you, but if you have $500,000, then you are probably paying $5,000 a year to the investment advisor – just to manage your investments – nevermind thinking about taxes, insurance, and other important aspects of your money.
Rather than making money on your money NewRetirement Advisors charge a flat-fee based on your needs, not a percentage of your assets.
NewRetirement Advisors are a fraction of the cost of traditional advisors.
You’ve worked hard your whole life and deserve quality advice about your money. That’s why financial planning should only be offered by a licensed, trained CFP® professional. They don’t earn commissions on products they advise you on. They are purely fiduciary.
Meet your advisor. Discuss your goals, resources, and priorities to determine the right program for you.
Your advisor will identify opportunities and a clear plan of action. You can also run your own scenarios on our powerful planning platform.
Collaborate as you adjust for life’s changes. Your advisor is available whenever you need to meet or answer questions as they come up.
CFP®, MBA, FHFMA
Bruce Lorenz became a CFP® professional to help people achieve their financial goals, plain and simple. Regardless of where you’re at in life, Bruce’s expertise in a variety of topics from asset allocation to taxes and everything in between means you’ll get reliable advice informed by years of experience.
Bonus: Bruce’s experience in the healthcare industry and financial planning knowledge means he can help you navigate your Medicare choices and understand the options available.
He spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one-on-one with individuals and families, helping them plan for the future and live their best lives.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He’s also certified as a Fellow with the Healthcare Financial Management Association.
In his free time
He demonstrates his passion to help others by providing pro bono financial planning through a number of organizations assisting the underserved across the country. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. He’s also an avid music lover and plays the piano.
Disclaimer Advisory services are offered through NewRetirement Advisors, LLC (“NewRetirement Advisors”). NewRetirement Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewRetirement Advisors and its representatives are properly licensed or exempt from licensure.
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Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. NewRetirement Planner and PlannerPlus are tools that
individuals can use on their own behalf to help think through their future plans, but should not be
acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial
services professional who has a fiduciary relationship with you before making any type of investment or
significant financial decision. NewRetirement strives to keep its information and tools accurate and up
to date. The information presented is based on objective analysis, but it may not be the same that you
find on a particular financial institution, service provider or specific product's site. All content,
tools, financial products, calculations, estimates, forecasts, comparison shopping products and services
are presented without warranty.