Helping People Retire Since 2003
photo by: Jim Saulnier
photo by: Jim Saulnier
At Jim Saulnier & Associates, we know retirement. We understand that retirement planning is not simply about investing or managing your assets. It’s about consuming your assets effectively, confidently, and comfortably. You need a firm that offers much more than just asset management. You need a firm that specializes in retirement’s diverse complexities.
Our team of credentialed professionals has the drive, understanding, and dedication to retirement planning that you deserve. We offer an extensive menu of services, all priced à la carte, allowing you to select and pay for only what you need. Our well-reasoned Secure Retirement Income Process™ has been refined and honed over the past 20 years with the singular goal of helping retirees manage retirement’s numerous uncertainties. Learn for yourself what makes Jim Saulnier & Associates a compelling choice for your retirement-related needs.
Please schedule the appropriate initial meeting below.
We love teaching retirement! Increase your knowledge of retirement planning and Social Security by checking out our podcast and retirement blog. Here you’ll find informative discussions and articles, interesting tips, and answered questions to help you better understand the financial industry. And don’t forget to sign up for our newsletter, where you can receive all this information right to your inbox! A perfect resource for the do-it-yourselfer.
Listen to Jim tell his retirement inspiration story.
The 10-Year Rule: Months Literally or Calendar Years?In regards to spousal benefits, is the 10-year rule counted by literal months or by calendar years? Jim and Chris address this topic asked by a Georgia listener in The Retirement and IRA Show Q&A episode #1942.
You need a team of professionals you can trust to help you confidently plan for your financial goals all the way through retirement. At Jim Saulnier & Associates, we guide you through every step in the process, beginning to end. We help you answer every question, consider every option, and evaluate every need. With us, you’re family. Allow us to be your partners in retirement.
Check out the background of firms and investment professionals on SEC’s Adviser Info Page.
© 2020, Jim Saulnier & Associates All rights reserved.
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 & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
