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. 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
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.
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Call to request your FREE hard copy or complete the form below.
Click To Download Your Free - Retirement Report, Annuity Guidebook and Retirement Roadmap
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.
Don't Leave Your Retirement Up To Chance!
See how you can have more peace of mind.