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

7 Irrational Money Behaviors — and How to Combat Them

January 20, 2021

To help you gain confidence and to develop systems as you improve your money habits, why not learn from others who make careers in helping people make better financial decisions?

The post 7 Irrational Money Behaviors — and How to Combat Them appeared first on Financial Planning Fort Collins.

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Let’s Do the Numbers: The 2021 Financial Planning Updates You Need

January 13, 2021

New year, new numbers! From a contribution limit change to tax law updates and more, get ready for 2021 with the know-how you need to make the most of your financial plan.

The post Let’s Do the Numbers: The 2021 Financial Planning Updates You Need appeared first on Financial Planning Fort Collins.

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Back to Basics: Property and Casualty Insurance Review

January 6, 2021

Is your property and casualty insurance ready for the New Year? Learn how the hidden benefits in your insurance policies could help you manage risk and kick off 2021 with confidence.

The post Back to Basics: Property and Casualty Insurance Review 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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