HELP WITH MY SOCIAL SECURITY - Key Persons

Chris Stein

CHRIS STEIN, CFP® is a full-time instructor at Colorado State University in the Finance department, Chris began working with Jim in early 2008 designing and preparing retirement plans.

Ed Slott

Job Titles:
  • Advisor Recognition Requires an Advisor to Be Well Versed on the Rules and Regulations Regarding IRAs
Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.

James H. Saulnier

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 Show on iTunes, Google Play, and Spotify. They are available for consultations regarding retirement planning at their main office in Old Town Fort Collins or remotely over the phone. JIM 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.