Jim & Chris’s Retirement Planning Approach and Process Part 5: EDU #2007

February 19, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 5: EDU #2007

We are wrapping up our 5-Part series in which Jim and Chris describe their retirement planning approach and process.  In Parts 1 and 2 they discussed the philosophy of their approach.  In Parts 3 and 4 they explained further how they begin their planning process, using a fictitious couple as an example.  In this episode, Jim and Chris describe how the last few stages are put together to finish their planning process.

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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.