• Newsletter
    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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  • About Jim & Chris

    Jim Saulnier and Chris Stein have been working together for nearly a decade, teaching people in Fort Collins, Loveland, Boulder, Greeley and throughout Northern Colorado about their Social Security and retirement planning options.  In addition to this blog, Jim and Chris host The Retirement and IRA Radio Show on 1310 KFKA at 8am on Saturday mornings and are available for consultations regarding retirement planning at their main office in Old Town Fort Collins or their satellite meeting room in Loveland.  They offer a nominally priced Social Security Analysis for those wishing to optimize their Social Security claiming strategy.  For any other retirement planning concerns, they offer a free, no-obligation first appointment.  Please contact us today regarding your Social Security or retirement planning needs.

    Jim Saulnier

    Jim SaulnierJIM SAULNIER, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning.  He is an impartial, fee-based planner, with absolutely no sales quotas or production requirements. Jim’s goal is to deliver unsurpassed service and professional insight to clients who make planning their retirement a top priority and he measures his success not by performance statistics or product sales, but by the comfort and prosperity his clients enjoy in retirement.

    Jim took the long road to becoming a retirement planner. He originally earned his bachelor’s degree (cum laude) in natural resources from the University of Massachusetts and became a certified arborist. Over time, Jim found he enjoyed a higher level of public service and became a police officer for the city of New Bedford, MA. He also entered graduate school and earned his master’s degree (magna cum laude) in criminal justice from Anna Maria College. After serving seven years on the street patrol division and SRT (Special Response Team), Jim suffered an on-duty injury that eventually led to him enrolling in the Financial Planning Program at Boston University in 1995 where he went on to pass the CFP®certification exam – proof that he has met some of the highest educational and ethical standards in the financial planning industry.

    In 1999 Jim moved to Fort Collins, Colorado and established his retirement planning practice, Jim Saulnier and Associates. Since then, Jim’s knowledge and expertise have been acknowledged and referenced both locally and nationally in publications including the Wall Street Journal, Smart Money Magazine, Kiplinger’s Personal Finance, Financial Planning and Investment News.  Jim continues to maintain and improve his knowledge of retirement income planning, IRA issues and the nuances of Social Security through his participation in the Ed Slott Master Elite IRA Advisor Group and the Financial Planning Association.

    Chris Stein

    Chris SteinA full-time instructor at Colorado State University in the Finance department, Chris began working with Jim in early 2008 designing and preparing retirement plans.

    Originally from Casper, Wyoming, Chris received his bachelor’s degree from the University of Wyoming before relocating to Fort Collins to attend graduate school. After receiving his master’s degree in Finance from CSU, Chris spent the following 14 years in an entrepreneurial role in the wireless communications industry. During that time he developed many key business relationships that eventually led him to work with several real estate investor groups as a research consultant. Chris always enjoyed educating and training others so it was a logical step for him to return to academia, but now as an instructor. With his background in finance and teaching, Chris has a knack for explaining topics relating to retirement planning to clients and on the radio show. He also takes great pleasure in dominating students less than half his age at the latest video games.

    Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
    © 2018 Jim Saulnier, LLC. 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, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: 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.

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