When you retire, you want to enjoy it! You don’t want to spend your time worrying about “maybes” or “what-ifs”. Jim Saulnier and Associates have been helping people retire since 2000. We are Certified Financial Planner™ professionals and participants in the Ed Slott advanced IRA advisor training program. Our unique Secure Retirement Income Process™ considers many common retirement risks and can help you navigate your retirement without the anxiety. Our knowledge and expertise will help you put a retirement plan in place so you really can retire and we’ll do the rest!
Take a minute or two to get to know us before you give us a call!
Meet the Team
Listen to Jim tell his retirement inspiration story.
Watch the Video
Join us Mondays at 3:30 Mountain Time as Jim and Chris host a live podcast and answer your retirement questions. Email us your question beforehand or call us toll free during the show! (1-844-427-5546)
We have three convenient Colorado locations to serve you – Fort Collins, Loveland and Boulder.
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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: CA, CO, IA, IN, MA, NY, 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.