Schedule Appointment with Jim Saulnier and Associates

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(GMT-6:00) Mountain Time - Denver change

We pride ourselves on our hospitality. Schedule a convenient morning or afternoon time to come in for a cup of coffee (or tea) and chat with us regarding your retirement concerns. We also work with clients outside of Colorado. Schedule a time to chat by phone or video conference.

If you don't find a day/time that works for you, please call the office at (970) 530-0556 and we can schedule an appointment that is more convenient for you.

Quantity:

Initial Appointment: "Coffee and a Second Opinion"

1 hour

This meeting is for new clients to learn more about our firm and services, as well as an opportunity to discuss some of your retirement concerns.

1 Hour Client Appointment

1 hour

For current clients, please feel free to set an appointment to meet with us. We will follow up with you to confirm what this meeting will pertain to as well as whether it is a billable meeting or included in your level of service.

Annual Investment Account Review

1 hour

For investment management clients. Each investment management client is entitled to one complementary account review per calendar year. Please use this option to schedule your investment review.

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