Information Library

October 14, 2016

What Should You Bring to Discuss a Financial Plan with Your Financial Advisor?

What Should You Bring to Discuss a Financial Plan with Your Financial Advisor?   What Should You Bring to […]
October 14, 2016

What Is the Difference Between a Fiduciary and a Stockbroker?

Fiduciary, stockbroker, financial planner, investment advisor. They’re all the same, right? Not exactly. While both fiduciaries and stockbrokers […]

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About Lorenz Financial

Lorenz Financial Services, LLC is a Lafayette, Indiana fiduciary who offers financial planning and portfolio management services. Learn more about our history, values, and President Mark Lorenz.

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