Colorado (CO)

Colorado – Retirement Education & Planning Help

Empowering Coloradans with Financial Clarity

At SafeMoney.com, we help Colorado residents understand retirement income strategies and connect with licensed financial professionals committed to education—not sales. Whether you’re in Denver or Colorado Springs, we support your planning journey.

Colorado Financial Planning Support Includes

  • Free, clear retirement education tools
  • Advisors familiar with Colorado’s financial environment
  • A focus on security, reliability, and peace of mind

📥 Download our free Retirement Guides

or contact a local advisor below to request your Colorado planning materials directly.

Name Department Position SMC Phone Suburb State
Aaron C. Hersch, CFP®- Denver Wealth Advisors Aaron C. Hersch, CFP®- Denver Wealth Advisors Denver Wealth Advisors CFP® Safe Money Certified 303-884-2296 Denver CO
G. Lance Ortiz G. Lance Ortiz Colorado Retirement Specialists President Safe Money Certified 720-233-2417 Greenwood Village CO
Rick Kelly, CSA, CAS – Pinnacle Retirement Rick Kelly, CSA, CAS – Pinnacle Retirement Pinnacle Retirement Inc. President 970-541-4772 Fort Collins CO

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