G. Lance Ortiz

President at Colorado Retirement Specialists

Greenwood Village, Colorado

Quick Answer

G. Lance Ortiz, President, is a licensed independent financial professional at Colorado Retirement Specialists in Greenwood Village, Colorado. Specializing in Retirement Planning, Safe Money Strategies, Income Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact G. Lance Ortiz in Greenwood Village, Colorado

Phone: 720-233-2417

Email: [email protected]

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

Licensed Independent Financial Professional · SafeMoney Certified™

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 G. Lance Ortiz & Financial Advisors in Greenwood Village, Colorado

What services does G. Lance Ortiz offer?

G. Lance Ortiz at Colorado Retirement Specialists offers Retirement Planning, Safe Money Strategies, Income Planning in Greenwood Village, Colorado. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is G. Lance Ortiz SafeMoney Certified?

Yes, G. Lance Ortiz is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.