TZP Retirement Services
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Our Mission

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At TZP Retirement Services and Colorado Financial Strategies Group, our principal objective is to help create and manage wealth for families of all types.  We staff our offices in the Midwest with client relationships all over the country. We will engage you in a disciplined process that incorporates investment strategies guided by conversations with you. We pride ourselves on an unbiased approach and superior customer service. We strive to earn your trust and that of your family.

Email Us
Call, visit or email us today. 
We're obligation free and  there is never a fee for any consultation.

P.O. Box 214
Lamar, CO 81052
​
Travis@tzpretirement.com
719-336-3811 Phone
​620-376-2211 Phone
620-874-9637 Fax

FINRA Broker Check
FINRA
SIPC

How can we help you?

Brokerage and Advisory Services
          Equities
          Mutual Funds
          Exchange Traded Funds
          529 College Saving Plans

Tax Advantaged Annuities
          Fixed Annuities
          Variable Annuities

Fixed Income
          Brokerage Certificates of Deposit
          Corporate Bonds
          Municipal Bonds
          Treasury Notes/Bonds/Bills
          US Agency Bonds

Retirement Plans
          SEP IRA’s
          SIMPLE IRA’s
          401k, 403b and 457 Profit Sharing, Safe Harbor                  IRA’s, Roth IRA’s

Planning Services
          Farm and Ranch Succession Planning*
          Business Exit/Succession Strategies 
          Estate/Trust Planning *
          Philanthropic Planning 
          Retirement Income Planning 
                                   *Involves an Attorney
Insurance Services
          Fixed and Variable Life Insurance
          Term Life Insurance 
          Universal Life Insurance  
          Whole Life Insurance 
          Long-Term Care 
          Disability Insurance 
Securities and Advisory services offered through Geneos Wealth Management, A Registered Investment Advisor.  Member FINRA/SIPC
Geneos Privacy Policy : https://geneoswealth.com/disclosures/#el-3f32a45e
Geneos Form CRS: 
https://geneoswealth.com/disclosures/#el-b5cf4762