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

How Our Clients Feel About Us

   "My Financial Advisor, Lance Ortiz is the best! I attended one of his seminars which was very educational. I set up an appointment with him. I eventually started moving some of my money into some of the index annuities that he suggested. I am so happy I did that. Lance does an excellent job explaining the products and he is very knowledgeable about the financial markets. He is very thorough and very trustworthy. It’s been a blessing that I met Lance and doing business with Colorado Retirement Specialists. I give him an A+! I have moved most of my money into these products and my girlfriend has done the same. Thank you Lance for your outstanding service."

   Cliff B. - Denver, CO

   "Having the opportunity to work with you and your company has been a great experience. Lance and his team are the best to work with, any question will be answered in a timely manner and they display such confidence and experience that you know you're in good hands. I can't say enough about how helpful Lance and his team has been for me except to say thank you from the bottom of my heart and bless you all. All the best to you and your team!

   Danette V. - Lakewood, CO

    "I have been working with the team at Colorado Retirement Specialists for about four and a half years now.  When I retired from a government job I was at a loss as to where to put my money to earn a little while keeping it safe.  Working with Mr. Ortiz has been a true pleasure.  He treats his clients as family and makes sure that you understand where your money is being invested and can best address your personal goals.  This has been an excellent move for my circumstances and he has many different solutions for a variety of other situations.  I have been so happy with the professionalism, expertise and individual treatment, that my wife has begun moving money into one of their products. Their understanding and care of your money/situation seems to be more important to them than them making a buck off of you, which is not what I experienced when evaluating other options and companies.  If you are looking for someone that you can trust will not fly the coop with your hard earned life savings, I would strongly suggest using Colorado Retirement Specialists."

   Ron & Phyllis H. - Lone Tree, CO

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