Colorado Retirement Specialists LLC
Safety First - Growth - Income
"Giving You A Clear View In Retirement"
We Believe In Safety First!
We will evaluate your needs, offer you potential solutions and create a plan.
Your financial future doesn't have to be complicated!
Safe Money Retirement Playbook™
Step 1. Retirement Risk Analysis
Step 2. Social Security Maximization
Step 3. Growth & Guaranteed Income Plan
Step 4. Tax Planning Strategies
Step 5. Hybrid Long Term Care
Step 6. Legacy Planning
It's important to know how to maximize and best plan your Social Security benefit.
We are experts and here to help.
Take advantage of our live or web based workshops on Social Security and Retirement Income Planning.
Lance Ortiz is an Approved Member of the National Ethics Association. In today’s world,
Trust is a Must. Now, more than ever, there is an increased need to know who you can trust in the financial services industry. By choosing an approved member of the National Ethics Association you will gain the added assurance of knowing that you are working with a financial professional who has successfully passed the Ethics Check System, a comprehensive series of background checks.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
Our retirement planning firm seeks to preserve clients assets and our style would be properly considered "Protective." Most of our clients are age 55+ and most are close to retiring or retired. Our approach has been successful in preserving client account values even during volatile times, while still capturing growth and providing guaranteed income.
We welcome you to our Web Site.
We tried to provide the viewer with a basic understanding of some subjects we specialize in. If you have a need for our service, you can call office directly at (720) 233-2417.
Don't Leave Your Retirement Up To Chance!
See how you can have more peace of mind.
We are part of Safe Money.com, an educational site that has been a tremendous resource for people we work with. There has been a lot of positive feedback about the booklets they offer. You can find them right on our membership page on SafeMoney.com.
Because we are members, there is never a cost to you.
President- Retirement Coach- FedEd Advisor - NSSA Advisor- National Ethics Member
Medicare Specialist- Medicare Retirement Solutions
Real Estate Specialist
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