G. Lance Ortiz

President at Colorado Retirement Specialists

Greenwood Village, Colorado

Contact G. Lance Ortiz in Greenwood Village, Colorado

Phone: 720-233-2417

Email: lance@yourcoloradoretirement.com

Website: https://www.yourcoloradoretirement.com/

Areas of Expertise in Greenwood Village, Colorado

Retirement PlanningSafe Money StrategiesIncome PlanningFixed AnnuitiesIndexed AnnuitiesRetirement Income PlanningEstate PlanningLife InsuranceLong Term Care PlanningSocial Security PlanningTax PlanningPension Planning

About G. Lance Ortiz — Greenwood Village, Colorado

Lance Ortiz and his Colorado Retirement Specialists Team believes in keeping Retirement Planning simple with the foundation of Safety First, Income and Growth. Let us provide a Retirement Playbook for your Retirement Plan. Contact Lance today to discuss your retirement planning needs in Greenwood Village, Colorado.

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Frequently Asked Questions About Financial Advisors in Greenwood Village, Colorado

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

What is SafeMoney Certified?

SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.

How much does a consultation cost?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.