Jim Lorenz
My goal is to build and maintain lasting relationships with Christian families to inform and enact plans that: prepare for the unexpected; seize opportunity to live ideal lives; and make meaningful contributions to community and our world.
State(s) Licensed: FL, IA, IL, MN, WI
3000 County Road 42 West Suite 201
Burnsville, MN 55337
My goal is to build and maintain lasting relationships with Christian families to inform and enact plans that: prepare for the unexpected; seize opportunity to live ideal lives; and make meaningful contributions to community and our world.
State(s) Licensed: FL, IA, IL, MN, WI
Creating actionable plans for my client families and client businesses
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Ready to clarify your “Why?” I’m skilled at helping you assess and improve your financial literacy. I’ve partnered with Thrivent to offer advice that’s in your best interest: personally, financially, and spiritually. Once clarified, we’ll review your plan regularly to ensure you’re on track to achieve your goals – big or small.
Whether you're a Business owner, Retiree, or even just starting out, at Thrivent, we’re helping people build their financial futures and live more generous lives for over 100 years. Move toward financial clarity by reaching out today.
Why I do what I do at Thrivent
Throughout my adult, Christian life, I’ve had the good fortune to serve God’s people around the world. I answered the call of our nation’s Army to serve on active duty for more than 25 years. After the Army, my service as a funeral director allowed me to bear witness to the importance of financial clarity to enable surviving family members to do more than survive – they thrive. My desire to help families thrive led me to a career in financial services.
The power of technology allows me to serve client families wherever they might live or work. Although my office is physically located in Burnsville, Minnesota, I am currently licensed to assist client families in Florida, Illinois, Iowa, and Wisconsin.
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Locations
Burnsville Office
- Phone:
- 703-283-1791