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Your Partners in Retirement

Meet our team of professionals dedicated to helping you plan for your retirement.

Jim Saulnier, CFP®

Founder & Financial Planner

Chris Stein, CFP®

Retirement Planner, Data Analyst, & Instructor at Colorado State University

Thomas “Greg” Darden, CFP®, CLTC®

Long Term Care Analyst

Bob Palechek, CPA

Tax Planner & Analyst

Jacob Vonloh, CFP®

Financial Planner

Andrew Bosch

Paraplanner

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.

Neither the CFP Board, Ed Slott IRA Advisor Group, nor the Financial Planning Association endorse JSA or its professionals.

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.

Helping People Retire Since 2003