No Rush 3 + Appointment Process
1st Meeting - Getting to Know You
Our first meeting typically runs 45 minutes to 1 hour in length. During this meeting, we will:
2nd Meeting - "Show & Tell" then Get Feedback
The second meeting is approximately an hour and 15 minutes long depending on your situation. This appointment is all about education and helping you understand your options. We will discuss:
3rd Meeting - Present your plan and options
After gathering your feedback, we are able to craft a plan for you in between the 2nd and 3rd meeting. We then present this to you at this 3rd meeting and see what you like and what you may want to change. This meeting takes an hour and a half and we will illustrate your plan and discuss pertinent parts of your plan like:
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.