Jason Speciner, CFP®, EA Financial Planning Fort Collins

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About Jason Speciner, CFP®, EA

Since 2004, Jason has served clients of all ages and backgrounds with unique experience in serving members of generations X and Y. Jason’s background in both financial planning and income tax helps him excel in providing advice related to multi-state property ownership, employee benefit/stock plans, and tax-efficient wealth accumulation/distribution strategies.

Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU, Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.

In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twin sons, Hunter and Quentin, and their dog, Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.

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Recently Published

New Year, New Tax-Advantaged Savings Limits

January 12, 2022

How much can you contribute to your 401(k) or similar plan this year? What about your IRA or HSA? And how much should you contribute per pay period to reach the maximum on amounts you defer from your paychecks? Check out the new-for-2022 limits!

The post New Year, New Tax-Advantaged Savings Limits appeared first on Financial Planning Fort Collins.

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How You Can Handle Increasing Inflation

December 22, 2021

Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life.

The post How You Can Handle Increasing Inflation appeared first on Financial Planning Fort Collins.

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2021 Spending Review and New Year Budget ‘Reset’

December 15, 2021

2021 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New Year. It’s also the perfect time to review this year's spending and reset your budget for 202.

The post 2021 Spending Review and New Year Budget ‘Reset’ appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • New Wealth
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $333+/mo
  • Quarterly Fee: $1000+/qtr

SEC Records

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