Your goals supercharged by expert advice

Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional from NewRetirement Advisors to identify and achieve your goals.

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Modern planning that keeps up with the times

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 You deserve more than a 30-page paper financial plan that’s outdated a week after you get it.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:

A financial roadmap

Designed by a CERTIFIED FINANCIAL PLANNER™ professional

An online plan

Update and run your own scenarios

Net worth tracking

Check your evolving net worth

On call expertise

Your advisor is there when you need them

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NewRetirement Advisors makes sure that you feel confident about your future financial security.


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.

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The highest quality advice at a low cost

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.

It’s a Flat Fee

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.

How this works


Discovery Session

Meet your advisor. Discuss your goals, resources, and priorities to determine the right program for you.

Book a free discovery session

Build Your Plan

Your advisor will identify opportunities and a clear plan of action. You can also run your own scenarios on our powerful planning platform.


On-going Support

Collaborate as you adjust for life’s changes. Your advisor is available whenever you need to meet or answer questions as they come up.

Meet NewRetirement Advisors

Bruce Lorenz


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.