photo by: Jim Saulnier
To better care and provide for our current clients, we regret to inform that at this time we will not be accepting any new Social Security Optimization clients. We pride ourselves in excellent client attention and service, and have chosen to place a hiatus on accepting new patrons to better serve their needs. In the future we may resume this Social Security service. We are grateful for your understanding in this matter.
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 an SEC Registered Investment Adviser located in Fort Collins, CO.
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: AL, AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MD, MA, MO, NC, NH, NV, NY, NJ, OH, OR, PA, SC, TN, TX, VA, and WY.
