Am I on Track?
Collaborative planning with a Boldin Advisors CFP® (formerly NewRetiremen for a flat fee
hello@newretirementadvisors.com
How we add Value
What We Believe
Building and managing a holistic retirement plan is key to achieving better outcomes. Big themes:
- keep it simple & transparent
- take an evidence based approach
- leverage technology to keep fees low and predictable
- passive investing & tax efficiency
- many people need coaching to achieve behavior change
Our Approach
We work with you on your Boldin (formerly NewRetirement) Plan to:
1) Get organized and see where you stand today
2) See what's possible
3) Take action on immediate opportunities
4) Monitor & manage your plan over time to stay on track
No one can guarantee success, but you can take action to maximize your efficiency and chances of success.
Why Us?
We offer collaborative holistic retirement and financial planning across investments, taxes, insurance and estate planning.
We do this in a transparent and low cost way that is designed to be much more efficient than traditional "white glove" advice services.
Our Team
Stephen Chen, Founder
L. Bruce Lorenz CFP ®, MBA, FHFMA
L. Bruce Lorenz CFP ®, MBA, FHFMA
Steve has worked in Financial Services for over 20 years as a consultant and employee at firms like Charles Schwab, Fidelity and Dimensional Fund Advisors - primarily in product and technology. He's working on making digital first collaborative retirement planning with low fees available to anyone.
L. Bruce Lorenz CFP ®, MBA, FHFMA
L. Bruce Lorenz CFP ®, MBA, FHFMA
L. Bruce Lorenz 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.