We Believe In Safety & Security 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. Safety First Retirement Insurance

Step 2.  Growth & Guaranteed Cash Flow Plan

Step 3. Social Security Maximization

Step 4. Hybrid Long Term Care

Step 5. Tax Planning Strategies

Step 6. Legacy Planning

Your Safe Money and Income Experts

 Colorado Retirement Specialists on Great Day Colorado

Get Your Free Copy Of My New Book!

Call to request your FREE hard copy or complete the form below.

Complete The form And We Will Email You A PDF Copy Of Our Book

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Click To Download Your Free - Retirement Report, Annuity Guidebook and Retirement Roadmap

Social Security Maximization

Social Security Maximization

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.

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Don't Leave Your Retirement Up To Chance!

See how you can have more peace of mind.

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                   Colorado Retirement Specialists, LLC BBB Business Review

Neither G. Lance Ortiz or Colorado Retirements Specialists, LLC are licensed securities brokers or investment advisers, and they may not provide investment advice regarding securities or make any recommendations regarding securities.  For any advice regarding securities or your portfolio, please speak with your licensed securities professional.  Mr. Ortiz and Colorado Retirement Specialists, LLC are retirement planners and licensed insurance brokers, and may provide advice regarding various insurance products.