Retirement. One word – many emotions. In the fairy tale version of retirement, you joyfully quit working to travel the world and wander a sunny beach with your loved one. In reality, you encounter fear and uncertainty. What do you do with your 401(k)? How can you maximize your Social Security? How do you allocate assets in your IRA? Will your money last?
Jim Saulnier and Associates have been helping people retire in Fort Collins, Loveland and throughout Northern Colorado for over 16 years. We help you put a plan in place and add clarity to the confusion with our Secure Retirement Income Process™. This isn’t a marketing ploy or a sales gimmick. As Certified Financial Planner™ professionals and participants in the Ed Slott advanced IRA advisor training, we have the knowledge and expertise to help you manage your retirement, blazing a trail into the unknown – without the anxiety!
We have two convenient locations to serve you – Fort Collins and Loveland. Call us at 970-530-0556.
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All outdoor Colorado scenes taken by Jim on one of his many hikes.
Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
The advisor must attend two live training sessions and pass two written exams annually to remain in the program.
Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.