Schedule Appointment with Jim Saulnier and Associates

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Thank you for using the Jim Saulnier & Associates, LLC online calendar.

If you have trouble with the calendar, please call the office at (970) 530-0556 and our staff will be happy to assist you.

Please click the black button below to set your time zone and view our calendar, then select a date and time.

Attention: Tax Planning Clients:

If you are interested in our tax preparation or advanced tax planning services, you cannot schedule that meeting from this website. We must first speak to you about your unique tax situation to ensure our firm can assist with your tax needs. Please reach out to us at 970-530-0556 or email admin@jimhelps.com and let them know you are interested in speaking with one of our in-house CPAs about your tax planning needs. If after that phone call, we feel we can help you, an introductory meeting will be scheduled.

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Annual Investment Account Review (EXISTING CLIENTS)

1 hour

It will be easier for existing clients to reach out to us at the office at 970-530-0556 or email our office manager, admin@jimhelps.com to schedule an appointment. However, if you are trying to schedule an annual investment review, you may do that by completing the process listed below.

For CURRENT 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.

Investment Management Initial Phone Call

30 minutes

This call will discuss and determine whether our asset management philosophy appropriately matches the asset management services you are looking for.

In the appointment confirmation email, you will receive links to three recordings/videos that you are REQUIRED to watch/listen to before this call. You will also receive a link to fill out a online questionnaire that we will review before holding your call. This is also REQUIRED. Thanks and we look forward to chatting!

Retirement Planning Initial Phone Call - NOT CURRENTLY AVAILABLE (Unless Already Scheduled)

30 minutes

We want to thank you for your interest in our retirement planning services.

Unfortunately, to maintain our commitment to our existing clients and prospects already in our queue, we have paused accepting new clients into our flagship Secure Retirement Income Process™ Retirement Planning and our Advanced Tax Analysis/Roth Conversion planning.

Paste this link into your browser to see the full explanation:

https://www.jimhelps.com/retirement-and-advanced-tax-analysis-temporary-pause/

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