Jason Speciner| CFP®, EA
Financial Planning Fort Collins
- Fee-Only Financial Planning
- Relocation Financial Planning
- Career Change Financial Planning
- Employee Benefits
- Stock Compensation
- CO Public Service Benefits
- Tax Planning
- Investment Management
Building 3, Suite 203
Fort Collins, CO 80525
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Going through a relocation or career change? Jason is prepared to serve and advise his clients with strategies for complex and challenging financial needs related to multi-state property ownership, cross-state taxation, and employee benefit/stock plans.
Work in public service in Colorado? Jason is intimately familiar with employee benefit and retirement plans for several large institutions including Colorado State University, University of Colorado Health, and Colorado PERA, to name a few.
Since 2004 Jason has served clients of all ages and backgrounds, with a focus on members of generations X and Y. Jason specializes in serving those who are relocating and/or going through a career change, as well as employees of public service institutions throughout Colorado. His background in both financial planning and income tax helps Jason excel in providing advice related to multi-state property ownership, cross-state taxation, employee benefit/stock plans, and tax-efficient wealth accumulation/distribution strategies.
Working together, you and Jason will create clear and transparent solutions for you to:
- Be prepared for unexpected emergencies
- Pay off your student loans
- Pay off your mortgage
- Plan for a relocation or career change
- Prepare for retirement
Financial Planning Fort Collins was founded to help you plan for the financial challenges of a new reality - challenges that require a different and more efficient approach than what worked decades ago.
No matter your life stage, our process affords you clear guidance along with practical financial strategies. Upholding the fiduciary standard, our advisors provide valuable fee-only financial planning and investment management services to help you move your finances forward.
Our attention to detail combined with guidance that is tailored to your individual needs can help to provide you with the tools and resources you need to navigate the financial journey ahead.