Jason Speciner

CFP®, EA

Financial Planning Fort Collins

Financial Advisor

Jason Speciner

CFP®, EA

Financial Planning Fort Collins

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Speciner, CFP®, EA

Fee-Only Financial Planner focusing on relocating professionals, career changers, and Colorado public service employees.

Jason Speciner is a Fort Collins, CO fee-only financial planner. Financial Planning Fort Collins provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Speciner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Jason Speciner is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Speciner is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jason Speciner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Jason Speciner is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • EA - Enrolled Agent with the IRS
    Jason Speciner is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Jason Speciner

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Office Locations:

  • 375 East Horsetooth Road
    Building 3, Suite 203
    Fort Collins, CO 80525

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