A Guide to the Retirement you've Dreamed of
simplify, navigate and elevate your financial life
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Follow the Plan
Enjoy Retirement
Retirement should be enjoyable
You've worked too hard to Stress About:
- Running out of money in retirement
- Market fluctuations and volatility
- Having to change your lifestyle
- Excessive and hidden fees
- Untrustworthy, uncommunicative brokers
- Layers of complexity and unnecessary jargon
- Running out of money in retirement
- Market fluctuations and volatility
- Having to change your lifestyle
- Excessive and hidden fees
- Untrustworthy, uncommunicative brokers
- Layers of complexity and unnecessary jargon
YOu DESERVE BETTER
We are CERTIFIED FINANCIAL PLANNER™ professionals - true fiduciaries that will always put your interest ahead of our own.
Leading With Planning, Managing Your Wealth With Purpose
True fiduciary advice starts with understanding you — your goals, your vision, your future. That is why we lead with planning. Your financial plan is built around you—because no two clients are alike.
We follow a clear, three-step process designed to provide you with the tools, resources, and guidance needed to confidently navigate your financial journey. From strategic planning to hands-on investment management, we’re here to ensure your wealth is working toward the retirement you’ve envisioned.
What our clients are saying:
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Your roadmap for preserving, protecting and growing your wealth.
ABOUT Bonfire Financial
We are an Independent, Fee-Only, Registered Investment Advisor
WE PROVIDE PLANS, NOT PRODUCTS
You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. We understand the importance of financial well-being in enabling these moments. That’s why we prioritize your dreams and goals and offer plans and efficient solutions to help you achieve your goals. Unlike many financial companies that focus solely on monetary figures, we are driven by a client-centered approach and we focus on you and your outcomes.
We are true fiduciaries and have a team of Certified Financial Planner™ professionals, that will always have your best interests in mind. Our commitment to adding value and prioritizing your success is what sets us apart. Our vision is for everyone to eventually gather around the figurative bonfire and celebrate a life well lived.