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
As Fiduciaries we are obligated to act in our clients best interests, putting our clients needs ahead of our own and must act in good faith and honesty on behalf of them.
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
"Lance, I just wanted to drop you a note to say thanks for your help with my retirement planning. With your help my retirement account is now making money instead of just sitting. And you are now helping my sister and her husband."
Thanks so much!
Joe A. - Denver, CO
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.
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