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 safely and successfully accomplish their retirement goals. He specializes in using index investment planning vehicles that provide the protection and safety needed in retirement. Lance Ortiz is the founder/president of Colorado Retirement Specialists LLC and an expert in helping retirees preserve their assets and increase their income.
Lance, a Colorado native takes pride in being a father, grandfather, football coach and serving the retirement community in the greater Denver area. To learn more on how to use properly structured retirement plans, do not miss one of his upcoming speaking events. Click Here To Register
He is the author of the book "Retirement Coaching Guide: Common Problems, Uncommon Solutions"
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.
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.