jimhelps.com
Retirement Planning - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/services/retirement-planning
Our Social Security Blog. Coffee & a 2nd Opinion. Retirement can be an overwhelming and frightening prospect. What do you do now that you don’t have a steady paycheck? How do you make sense out of your 401(k) or IRA? How does PERA affect your Social Security? What if you don’t do retirement planning. At Jim Saulnier and Associates, we can remove some of the uncertainty and help you put together a solid, personalized retirement plan. Want to learn more about retirement planning. Please read our FAQ page.
jimhelps.com
Social Security - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/services/social-security
Our Social Security Blog. Coffee & a 2nd Opinion. While much-maligned for being underfunded, Social Security, nevertheless, forms the basis of most people’s retirement. Understanding its rules and regulations and maximizing its benefits is a crucial aspect of comprehensive retirement planning. Want to learn more about social security. Please read our FAQ page. Check out the background of firms and investment professionals on FINRA’s BrokerCheck. Do you want strawberries with your retirement? Jim Saulnier...
jimhelps.com
FAQs - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/connect-with-us/faqs
Our Social Security Blog. Coffee & a 2nd Opinion. Working with Jim Saulnier and Associates. Do you charge for the first meeting? No The initial meeting at Jim Saulnier and Associates is complementary. We want to make sure. Approach to retirement planning and. Approach to retirement planning are compatible before any billable services are performed. Do you work with clients outside of Colorado? Yes Please contact us for details. What should I bring to my first appointment? When can I retire? Do I have to ...
jimhelps.com
Newsletter Archive - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/media/newsletter-archive
Our Social Security Blog. Coffee & a 2nd Opinion. We’ve written on some important topics for our monthly newsletter and don’t want you to miss out, so we’ve archived our articles here. Just click (or tap) the title to read the article. If you’d like to have our entire newsletter delivered to your in-box once a month, you can sign up here. Sign up for our Newsletter. April 2016 – Enrolled Agent. March 2016 – Estate and Life Planning. February 2016 – Secure Income Options: Social Security vs Annuity. Janua...
jimhelps.com
Office Locations | Jim Saulnier, CFP
http://www.jimhelps.com/connect-with-us/office-locations
Our Social Security Blog. Coffee & a 2nd Opinion. For the convenience of our clients throughout Northern Colorado, Jim Saulnier and Associates, LLC has offices in Fort Collins and Loveland. WT Early home post-construction (top) and pre-construction (bottom). 506 E Mulberry St. Fort Collins, CO 80524. For more information about historic builder W.T. Early and his original journey to Fort Collins in 1886, click here. Click here for directions. Directions to the Old Town Fort Collins Office. I-25 north to E...
jimhelps.com
Meet the Team - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/connect-with-us/meet-the-team
Our Social Security Blog. Coffee & a 2nd Opinion. Jim Saulnier, CFP. Jim Saulnier, CFP. Jim hasn’t always been a CERTIFIED FINANCIAL PLANNER . Jim’s love of the outdoors motivated his first career path. He graduated cum laude from the University of Massachusetts with a natural resources degree and worked in London, England and Cape Cod, MA as an arborist. Used to live in London. Drove cross country eight times (but not in a row! Was a black belt in Goju Ryu Karate. Read more about Jim. After serving seve...
jimhelps.com
Coffee & a Second Opinion - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/connect-with-us/coffee-and-a-second-opinion
Our Social Security Blog. Coffee & a 2nd Opinion. Coffee & a Second Opinion. Schedule a complimentary meeting with us. We pride ourselves on our hospitality. Schedule a convenient time to come in for a cup of coffee (or tea) and chat with us regarding your retirement concerns. To schedule a “Coffee and a Second Opinion” with us, please call the office or complete the form below and we will contact you to schedule the date and time that works best for you. What days and times work best for you?
jimhelps.com
Our Services - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/services
Our Social Security Blog. Coffee & a 2nd Opinion. Your retirement is important to us. The experienced professionals at Jim Saulnier and Associates can provide you with knowledgeable and trusted advice for your retirement plan, and services that are designed to meet your individual needs. Check out the background of firms and investment professionals on FINRA’s BrokerCheck. Do you want strawberries with your retirement? Jim Saulnier and Associates, LLC. 506 East Mulberry Street ,.
jimhelps.com
Income Planning - Jim Saulnier, CFP | Jim Saulnier, CFP
http://www.jimhelps.com/services/income-planning
Our Social Security Blog. Coffee & a 2nd Opinion. During your working years, you lived within the bounds of your paycheck. In retirement, you’ve replaced the security of that single paycheck with other sources of income, namely pensions, annuity income and Social Security. Our Income Planning Service helps you optimize all three potential sources of income. Social Security can be a very complex benefit. With our popular and affordable Social Security Analysis. Want to learn more about income planning.
SOCIAL ENGAGEMENT