Contact Us

We always enjoy hearing from our listeners! If you have a question or need additional information regarding any of the topics presented on the show, please feel free to send us an email.

 

Jim Saulnier and Associates Contact Information

Jim and Chris work out of the offices of Jim Saulnier and Associates in Fort Collins, CO. For questions regarding retirement planning, please email either of them or request a complimentary consultation by filling out the form below.

Address

Jim Saulnier and Associates
506 East Mulberry Street
Fort Collins, CO 80524

 

Phone

970-530-0556

 

 

Schedule a Complimentary
Appointment with Jim Saulnier and Associates


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.

* Designates required fields. Please complete all required fields before submitting this form.

Peter Scott Contact Information

Peter works out of the law offices of Coan, Payton and Payne, LLC in Fort Collins, CO. For questions specific to estate or tax planning, please email him. If you would like to schedule a Get Acquainted Meeting with Peter, please use the button below.

Address

Peter Scott, Esq.
Coan, Payton & Payne, LLC
103 W. Mountain Avenue
Suite 200
Fort Collins, CO 80524

 

Phone

970-225-6700


Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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.