Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

February 5, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

This is Part 3 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach–in this episode, Jim and Chris will focus more on the how they do what they do, sharing it in a way that you can try at home.

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

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 & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.