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. He enjoys working with employees of tax-exempt and public service organizations as well as relocators and career-changers. 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 dogs, Cosmo Kramer and Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.

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Recently Published

Align Your Money With Your Values: Put Your Money Where Your Mouth Is

July 8, 2020

Do you put your money where your mouth is? Learn how you can create S.M.A.R.T. goals to help you position your money in a way that reflects both your current and aspirational values. Plus, you'll find examples and a handy worksheet you can use to develop your goals and put them into action, creating new habits along the way.

The post Align Your Money With Your Values: Put Your Money Where Your Mouth Is appeared first on Financial Planning Fort Collins.

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I Just Received a $#!+ Ton of Money … Now What?

July 1, 2020

From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps to avoid a horror story and make the most of your windfall.

The post I Just Received a $#!+ Ton of Money … Now What? appeared first on Financial Planning Fort Collins.

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Jason’s Financial Favorites: Health Savings Accounts (HSAs)

June 24, 2020

I love HSAs. In fact, they’re one of my favorite savings tools. Learn the reasons why, find out how to decide if a health savings account could be right for you, and see when it might not be the best choice for saving.

The post Jason’s Financial Favorites: Health Savings Accounts (HSA<span class="ct-small-caps">s</span>) appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Career Changers
  • Gen X
  • Public Service Employees
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $149+/mo
  • Quarterly Fee: $333+/qtr
  • Hourly Fee: $149+/hr

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