About Us

Jim Saulnier and Chris Stein have been working together at Jim Saulnier & Associates, LLC for nearly a decade and have been on the radio since August 2009 teaching people in Fort Collins, Loveland, Boulder, Greeley and throughout Northern Colorado about their retirement planning options.  Jim Saulnier & Associates, LLC now works with clients from all over the United States.  If you want to maximize your retirement potential, please contact our office to learn how to get on our Secure Retirement Income Process™ waitlist.

 

Jim Saulnier

Jim Saulnier

JIM SAULNIER, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning, and is the owner of Jim Saulnier & Associates, LLC in Fort Collins, CO.

Jim took the long road to becoming a retirement planner. He originally earned his bachelor’s degree (cum laude) in natural resources from the University of Massachusetts and became a certified arborist. Over time, Jim found he enjoyed a higher level of public service and became a police officer for the city of New Bedford, MA. He also entered graduate school and earned his master’s degree (magna cum laude) in criminal justice from Anna Maria College. After serving seven years on the street patrol division and SRT (Special Response Team), Jim suffered an on-duty injury that eventually led to him enrolling in the Financial Planning Program at Boston University in 1995 where he went on to pass the CFP®certification exam – proof that he has met some of the highest educational and ethical standards in the financial planning industry.

In 1999 Jim moved to Fort Collins, Colorado and established his retirement planning practice, Jim Saulnier and Associates. Since then, Jim’s knowledge and expertise have been acknowledged and referenced both locally and nationally in publications including the Wall Street Journal, Smart Money Magazine, Kiplinger’s Personal Finance, Financial Planning and Investment News.  Jim continues to maintain and improve his knowledge of retirement income planning, IRA issues and the nuances of Social Security through his participation in the Ed Slott Master Elite IRA Advisor Group and the Financial Planning Association.

Chris Stein

Chris Stein

Chris Stein, CFP® is a full-time instructor at Colorado State University in the Finance department and a CERTIFIED FINANCIAL PLANNER™ professional. He also works in the offices of Jim Saulnier & Associates.

Originally from Casper, Wyoming, Chris received his bachelor’s degree from the University of Wyoming before relocating to Fort Collins to attend graduate school. After receiving his master’s degree in Finance from CSU, Chris spent the following 14 years in an entrepreneurial role in the wireless communications industry. During that time he developed many key business relationships that eventually led him to work with several real estate investor groups as a research consultant. Chris always enjoyed educating and training others so it was a logical step for him to return to academia, but now as an instructor. With his background in finance and teaching, Chris has a knack for explaining topics relating to retirement planning on the podcast.

Jake Turner

Jake Turner, EA and Candidate for CFP® Certification is a financial planner at Jim Saulnier & Associates who specializes in applying tax planning into retirement planning.

Before joining the team in July 2023, Jake spent nearly two decades in sales, marketing, and training for a major biopharma company. However, his passion for retirement planning led him to make a career shift in 2022. Jake passed the CFP® Exam in 2023 and, recognizing the critical role of taxes in retirement, earned his Enrolled Agent (EA) designation in early 2024. As a longtime listener of The Retirement and IRA Show, Jake was excited to join the team and bring his knowledge to one of his favorite podcasts. He now brings his expertise in retirement planning and tax strategies as a regular “guest” on the show.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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

© 2025, Jim Saulnier & Associates 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 & 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.