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Bonfire Financial: Your Trusted Partner in Wealth Management
Bonfire Financial is an independent, fee-only registered investment advisor located in Colorado Springs, CO. Our firm is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. We are a CFP® & Fiduciary firm that puts our clients' interests first.
Our team of experienced professionals has a deep understanding of the financial industry and the challenges that come with managing wealth. We believe that every client deserves personalized attention and customized solutions tailored to their unique needs. That's why we take the time to get to know our clients on a personal level before developing a plan that aligns with their goals.
At Bonfire Financial, we offer a wide range of services designed to help our clients achieve financial success. Our services include:
Investment Management: We provide customized investment strategies based on your risk tolerance, time horizon, and financial goals.
Retirement Planning: We help you plan for retirement by creating a comprehensive strategy that takes into account your current assets, income sources, expenses, and future goals.
Estate Planning: We work with you to develop an estate plan that ensures your assets are distributed according to your wishes while minimizing taxes and other costs.
Tax Planning: Our team can help you minimize tax liabilities by identifying opportunities for deductions or credits while staying compliant with all applicable laws.
Insurance Planning: We evaluate your insurance needs and recommend appropriate coverage options based on your unique circumstances.
Education Planning: Whether you're saving for college or planning for other educational expenses, we can help you create a strategy that meets your needs.
At Bonfire Financial, we believe in transparency when it comes to fees. As an independent firm operating under the fiduciary standard of care - which means we always act in our clients' best interests - we do not receive commissions or compensation from third-party providers. Instead, we charge fees based on the value of assets under management, so our interests are aligned with those of our clients.
Our team is committed to providing exceptional service and support to our clients. We believe that communication is key to building strong relationships, which is why we make ourselves available to answer questions and provide guidance whenever you need it. We also use the latest technology tools to streamline processes and enhance the client experience.
In conclusion, Bonfire Financial is a trusted partner in wealth management that provides comprehensive financial planning and investment management services tailored to your unique needs. Our team of experienced professionals operates under the fiduciary standard of care, putting your interests first. Contact us today to learn more about how we can help you achieve financial success.
bonfirefinancial.com
