At Colorado Retirement Specialists LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
G. Lance Ortiz
President- Retirement Coach- FedEd Advisor - NSSA Advisor- National Ethics Member
Lance has been focused over the last 24 years in assisting retirees to protect and shield their assets. In fact, he has assisted hundreds of local retirees as well as retirees throughout the country to successfully accomplish their goals.
Medicare Specialist- Medicare Retirement Solutions
Real Estate Specialist
Maritza brings over 10 years of successful, award-winning real estate experience to her residential and commercial client such as Five Star Real Estate agent award for her professionalism and overall client satisfaction. Specializing...
Mike has been working with pre and post retirees for 22 years and has been insurance licenced since 1996. Mike specializes in income planning, indexed insurance strategies, asset based long term care and wealth transfer. Mike has...
Renee serves and guides all new and current clients of CRS. She helps in daily operations with client acquisition, appointment scheduling, coordinating workshop education events and community service outreach. Her goal is making sure...
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.