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

Decrease Your Homeownership Costs

March 31, 2021

Even with the overwhelming nature of moving into a new home, there are plenty of opportunities to make your life easier — and save some money — as a homeowner.

The post Decrease Your Homeownership Costs appeared first on Financial Planning Fort Collins.

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How the Tax Deadline Change Could Affect You

March 24, 2021

With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to know about the change and how it could impact you. Learn the details of what's changing, what isn't — and why you shouldn't wait to file even though you've got more time this year.

The post How the Tax Deadline Change Could Affect You appeared first on Financial Planning Fort Collins.

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Financial Planning Fort Collins Introduces New Partners and Employee Membership Plan

March 17, 2021

Your Full-Time Fiduciary™ is now owned and operated by its entire staff of full-time fiduciaries. Learn about our new partners and membership plan as well as our commitment to our philanthropic program.

The post Financial Planning Fort Collins Introduces New Partners and Employee Membership Plan 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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