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Insurance Planning

Comprehensive Insurance Planning from Fort Collins, Colorado, CFP® Pros

Insurance Planning

Comprehensive Insurance Planning from Fort Collins, Colorado, CFP® Pros

Is your insurance coverage right-sized to meet your unique needs?

No matter your stage of life, proper risk management is a must.

What Sets FPFoCo Apart?

We analyze it all with our insurance planning process. From employee benefits to health, home, auto, life, disability, long-term care, and more, we ensure that your policies are tailored to you. Best of all, we don’t sell any insurance whatsoever. We simply provide unbiased advice in your best interest that’s aligned with your comprehensive financial plan.

Home, Auto, and Umbrella

Paying too much or hoping you have the right coverage amounts? We’ll analyze your coverage to right-size it to your exact needs. Offering recommendations on coverage levels to quote, we’ll also assist you in changing insurers if it’s the best move.

Life, Disability, and Long-Term Care

From identifying what coverages you need and how much to getting quotes and helping you choose the right option for you, you don’t have to go it alone. We’ll also assess what you don’t need and what you can afford, ensuring your insurance aligns with your financial plan.

Individual and Employee Benefits

Whether you’re self-employed, insure yourself, or work for a company that provides you with benefits, we’ll review it all. From helping you choose a plan for yourself and your employees to reviewing your employee benefits guide and offering recommendations, we can help.

Ready to see if FPFoCo is the right fit for you?

Schedule your free intro call today!

Schedule your complimentary introductory call today or learn more about FPFoCo’s approach to insurance planning in these resources …

Back to Basics: What Types of Insurance Should I Have?

Back to Basics: What Types of Insurance Should I Have?

With so many types of insurance available, it can be difficult to know which are most important for you. Learn why you should have each of these five coverages — and…
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Back to Basics: Property and Casualty Insurance Review

Back to Basics: Property and Casualty Insurance Review

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…
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Back to Basics: Risk Management

Back to Basics: Risk Management

Insurance is far from the only way to manage risks. Learn risk management basics, different methods for handling risk, and how to properly use insurance as a risk management tool…
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Back to Basics: Health Insurance

Back to Basics: Health Insurance

Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and…
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Back to Basics: Life Insurance

Back to Basics: Life Insurance

Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the…
Read More

Your Full-Time Fiduciary® Provides:

An uncompromising fiduciary standard

Consultations empowered and informed by technology

Access to certified and experienced professionals
Ongoing and as-needed analysis and advice
Simple, fair, and transparent fee-only financial advice
Proactive communication and support
Financial Planning Fort Collins
5.0
Based on 9 reviews
review us on
Sharon Hamman
FPFC is an excellent organization. Professional and willing to listen carefully so as to meet your needs and support you in making best choices for you!
John Lombardi
Really valuable insights and great people to work with. Highly recommend.
Julie K
I can't express enough how good Jason is with financial planning. He is extremely knowledgeable and definitely can figure out what is the best strategy for financial well-being.
Andi
We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our finanncial goals aligned with our life goals. Our portofolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to "sell" products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone - whether you are just beginning your financial journey or at the end of it!!!!
Steve Johnson
Jason and his team are always prepared and ready to talk over our needs.
Katherine Brandt
Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.
Carol Fergus-Irvin
I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.
As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm.
Tom Stoffel
For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!
John Schulte
My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product.
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Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.

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If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.