Retirement Planning

Personal and Comprehensive Retirement Planning from Fort Collins, Colorado, CFP^® Pros

Retirement Planning

Personal and Comprehensive Retirement Planning from Fort Collins, Colorado, CFP^® Pros

Preparing for retirement or recently retired?

No matter your age or stage in life, successful retirement planning begins with defining your goals.

What Sets FPFoCo Apart?

We specialize in personal retirement planning services to get you closer to the fulfilling retirement you’ve been dreaming about.

Retirement Designed with Your Goals In Mind

Did you know that the 4-percent rule for retirement withdrawals might not suit your needs? At FPFoCo, we craft your retirement plan to fit your life and your goals — rather than some general best practice — to make your financial independence work for you.

Using Your Hard-Earned Savings Wisely

You may have just retired or be getting ready to enter financial independence, but that doesn’t mean you’ll stop investing anytime soon. We’ll find ways to help you maximize what you’ve worked so hard to save and prepare for all these years.

Tax-Efficient Retirement Withdrawal Strategies

Wondering when to begin Social Security or which account you should be taking your money from first? We review it all with your lifetime tax situation in mind for a smart distribution strategy.

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

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

How Do You Plan for Retirement? 3 Top Tips for Retirees

Retirement isn't just about stopping work. It's about starting the next chapter with clarity and confidence. Discover how to live your retirement budget, set meaningful goals, and prepare for a…

Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the…

Happier Spending: Enjoy Your Money Guilt-Free

You work hard for your money. Give yourself plenty of opportunities to have fun with it! Learn how you can make spending more enjoyable — and grab our Happier Spending Worksheet…

Back to Basics: Social Security

How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn…

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.

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.

Retirement Planning

Personal and Comprehensive Retirement Planning from Fort Collins, Colorado, CFP^® Pros

Retirement Planning

Personal and Comprehensive Retirement Planning from Fort Collins, Colorado, CFP^® Pros

Preparing for retirement or recently retired?

What Sets FPFoCo Apart?