• 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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  • Contact Jim & Chris

    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 pause on accepting new clients as we work on adding and training new staff. We are grateful for your understanding in this matter.

    Please feel free to contact the office for more information.

    Our Phone Number

    (970) 530-0556

    Our Address

    506 E. Mulberry
    Fort Collins, CO 80524

    Our Email 

    Schedule an Appointment

    To better care and provide for our current clients, we regret to inform that at this time we will not be onboarding any new clients onto our Secure Retirement Income Process®*. We pride ourselves in excellent client attention and service, and have chosen to place a pause on accepting new clients as we work on adding and training new staff. We are grateful for your understanding in this matter.

    In the meantime, we are still scheduling Coffee and a Second Opinion meetings. Schedule a convenient morning or afternoon time to come in for a cup of coffee (or tea) and chat with us regarding your retirement concerns. We also work with clients outside of Colorado, so feel free to schedule a time to chat by phone. If you don’t find a day/time that works for you, please call the office at (970) 530-0556 and we may be able to schedule an appointment that is more convenient for you. Please be advised, however, that if you need an answer to your retirement questions this year, you may wish to search for other financial professionals who can address your concerns.

    We are more than happy to place you on a call-back list if you are interested in moving forward with our Secure Retirement Income Process® once we resume onboarding clients for retirement plans. Thank you for your interest in our services and we look forward to working with you in the future!

    *Potential clients interested in asset management, life or long-term care insurance, or annuities will be onboarded as usual.

    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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