Jason Speciner, CFP®, EA Financial Planning Fort Collins
- 375 E. Horsetooth Rd. Bldg. 3, Ste. 203 , Fort Collins, CO 80525
- (970) 225-0504
- https://www.financialplanningfortcollins.com/
About Jason Speciner, CFP®, EA
Hello! I’m Jason Speciner, and here’s a bit about me (professionally) …
• I have been a professional financial planner since 2004.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional.
• I’m an Enrolled Agent. Having demonstrated a special competency with U.S. tax matters, I can represent our clients before the IRS. v
• I graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in International Business.
Here at FPFoCo …
• In 2012, I started a personal finance blog called Financial Planning Fort Collins. Four years later, I registered and relaunched the blog as a full-time fiduciary financial planning firm.
• I focus on tax preparation and planning as well as investment management and planning as a part of our dynamic team.
• I’m involved in the operations and delivery of our financial planning process.
• If we work together, your first meeting with me after your initial consultation will be your strategy consultation: Reviewing your initial financial planning analysis and discussing the recommendations and strategies we’ve created for you.
And a bit about me personally …
• I’m originally from Santa Monica, CA, and I’m a big Dodgers and Lakers fan!
• I played football at CSU and was on the 2000 and 2002 Mountain West Conference champion teams.
• I met my wife Casey right here in Fort Collins, and we married in 2009.
• We have three incredible kids, and we all share our home with our French bulldogs Arthur Vandelay and Babs Kramer.
• I enjoy cooking, technology, travel, and sports.
Now that you know a little about me, I invite you to schedule a free initial consultation. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!
Recently Published
2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning
May 31, 2023Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to stay engaged and proactive in your 2023 tax planning. Read about Jason’s takeaways from the recent tax season and tax planning opportunities for 2023.
The post 2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning appeared first on Financial Planning Fort Collins.
Childfree Financial Planning: Are You A DINKWAD?
May 17, 2023Are you a DINKWAD? Find out — and learn about five financial aspects that make being childfree with pets unique. Plus, get insights and ideas on managing the financial considerations of including pets in your childfree lifestyle.
The post Childfree Financial Planning: Are You A DINKWAD? appeared first on Financial Planning Fort Collins.
Understanding Risk: Your Tolerance, Capacity, and Perception
May 3, 2023How well do you understand the risks inherent in your investment portfolio — and how did you get to that level of risk? From your risk tolerance (how much you're willing to take) and your risk capacity (how much you can handle) to your risk preference (how much you'd like to take), we'll break down the major facets. You'll walk away understanding what they all mean and where they interestect in your personalized portfolio.
The post Understanding Risk: Your Tolerance, Capacity, and Perception appeared first on Financial Planning Fort Collins.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Couples/Partners
- Single Women
- Trusts
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
Fee Options
- Monthly Fee: $500+/mo
- Quarterly Fee: $1500+/qtr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
