Bonfire Financial

Introducing Your Financial Field Guide

A Personalized Roadmap to Preserve and Grow Your Wealth

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Financial Plan Bonfire Financial

Your Retirement Simplified

If any of this strikes a cord, then it's time to get a plan

  • I’m not sure if I am doing the most efficient thing with my money.
  • I worry about maintaining my lifestyle in retirement.
  • Market fluctuations and volatility are keeping me up at night.
  • I’ve hodgepodged some tactics but none of it is working as a whole.
  • Thinking about taxes and insurance gives me a headache!
  • I don't want to pay excessive or hidden fees.
  • I’m sick of layers of complexity and unnecessary jargon.
  • I just wish I had an expert to help me navigate and implement it all!

true fiduciary advice starts with understanding you — your goals, your vision, your future.

This isn't your average financial plan

I'M READY. LET'S GO!

Leading With Planning, Managing Your Wealth With Purpose

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.

FIND OUT WHERE YOU ARE NOW

First, we start with finding out where you are now. We get a detailed snapshot of your whole financial picture so you can see exactly where you stand today.

ESTABLISH WHERE YOU WANT TO GO

Then we dig into what you really want out of life and make sure we understand all your goals and needs. We’ll identify any gaps and opportunities you may have.

GET A PLAN TO GET YOU THERE

We create a personalized financial plan with recommendations and solutions to take you from where you are today to where you want to be—while helping you implement and manage it along the way.

I'm Ready to Start my Plan!

What's INCLUDED

Full Investment Review & Plan

Make sure your money is working as hard as you do. Our dynamic investment review and plan will help you make informed investment decisions, manage risk, and achieve your financial goals.

Savings Plan Strategy

Optimize how your money grows. Your savings plan strategy will help you develop strong financial habits and build long-term wealth while reducing financial stress.

Retirement Analysis

Our interactive retirement analysis will illustrate multiple scenarios and stress tests to help guide your retirement planning decisions. You’ll get peace of mind knowing what steps to take.

Cash Flow Strategy

A cash flow strategy will help you prioritize your financial goals and allocate resources accordingly. It will provide you with tax-efficient options.

Risk
Review

Are you covered? Our risk review helps you identify potential risks, guide investment decisions, protect against unforeseen events, and provide peace of mind.

Financial Life Dashboard

Get a real-time overview of your entire financial life at your fingertips with our online financial dashboard. This robust software has everything you need to organize, plan and grow.

Investment Management

As your fiduciary, our CERTIFIED FINANCIAL PLANNER™ professionals design and actively manage a portfolio aligned with your goals. From stocks and bonds to Bitcoin and beyond, we oversee all aspects of your financial life with a disciplined, strategic approach. We meet with you regularly to ensure your investments stay on track—so you can focus on living, while we focus on managing your wealth.

Do it for yourself. Not By Yourself.

I'M READY. LET'S GO!

Your Financial Field Guide Gives You Access to:

  • A True Fiduciary & CERTIFIED FINANCIAL PLANNER™
  • A Comprehensive Financial Plan with Detailed Recommendations & Action Steps
  • On Demand Financial Dashboard
  • Detailed, Visual, Easy to Understand Financial Reports
  • Written, Step-by-Step Action Plan
  • Ongoing Investment Management
  • A Financial Partner for all of Life's Adventures
  • And Lots More!
Financial Plan Bonfire Financial
Let's Start my Plan!

Get Started Today, You'll Get These 3 Bonuses

Insurance Review Financial Plan

Bonus #1

Insurance Review

This comprehensive insurance review will assess your insurance coverage in all areas. From life insurance to disability, and long-term care to property and casualty insurance, this detailed review will help to identify any gaps you may have in your coverage and recommend steps to mitigate potential financial risks.

Bonus #2

Social Security Optimization Strategy

When should I take Social Security? Should I delay to maximize my benefits? What about my spouse’s benefits? Our Social Security Optimization Strategy will be tailored to your specific situation and help you confidently answer these questions. You will be able to play around with different scenarios and see exactly how your cash flow in retirement will change and make informed decisions.

Social Security Financial Plan
Tax Strategy Financial Plan

Bonus #3

Tax Investment Strategy

Taxes can have a significant impact on your future and are an important factor in financial planning. A Tax Investment Strategy can help you optimize your investment returns, minimize your tax liability, increase your flexibility, and manage risk more effectively.

I Want All This! ➜

AS FEATURED IN

A Financial Plan, and so much more!

Best Financial Plan

Check out these other awesome features

Net worth
snapshot

Estate Planning Checklist

Emergency Fund Liquidity Planner

Retirement Spending Strategies

Bank Account & Credit Card linking

DEBT & STUDENT Loan TOOLS

MEDICARE Recommendations

AND Too many more to list here

GEt Started

What our clients are saying:

Brian and his team at Bonfire Financial have been with me from the start of my professional career. They have shepherded my financial and retirement portfolio through both stable and volatile markets - their experience, expertise and unmatched service coupled to their friendly approachable style provides me with great peace of mind - I am confident that we are navigating the market, through both smooth and rough spots, and making smart decisions that will provide long term financial security for my future and all of my retirement years, whatever they may bring.
Carol L.
Brian has built a remarkable, professional and caring team. They have provided genuinely personal and valuable guidance and dedication in preparing us in meeting our goals before and after retirement. After my husband's recent death, Brian has been personally available and promptly responds with guidance and expertise in extremely complex issues relating to the probate of my husband's Will. He has been involved with our attorneys and CPA in solving problems. My family can affirm my complete trust in Brian and his growing company.
Marilyn B.
Working with Bonfire, especially with Nick has been an excellent experience. Nick has great customer service and we feel that all of our needs have not only been met, but exceeded. We would highly recommend working with Nick for overall financial planning. He is very knowledgeable and has great communication skills.
Simon V.
Brian and I have been working together for eight years. He communicates very honestly, openly, transparently and authentically, which makes it easy to trust him. He is straightforward and prepared with facts-as well as patient and genuinely interested in my situation and the best possible outcome for me as his client... Brian has relied on his years of experience and a broad knowledge base to creatively solve my complex financial situation which helped meet my financial and retirement goals. I feel very confident that my long term goals will be well tended by Brian. I am delighted to be one of Brian's clients. He is personable and takes time to find out how I'm doing. I would highly recommend Brian and his firm to anyone.
Cherre T.
We have been with Bonfire Financial for a few years now and are very happy with them. They have done well for our portfolio and we love Nick and Brian, I would highly recommend them.
Jerry C.

These are real, current client reviews and are not paid for.

A Roadmap for Preserving, Protecting, and Growing Your Wealth

Let's Start my Plan!
Financial Planner

Feel confident about your retirement.

Your financial field guide is designed to help you understand and get excited about the steps you’ll need to take toward the retirement you want. 

No more wondering if you are doing the right thing, no more stressing about the what-ifs. You are getting a full comprehensive guide to your finances. 

STIll On THE FENCE?

You have questions. We have answers.

If you’re ready to take control of your finances, build a plan to reach your goals, and feel confident about retirement, the Financial Field Guide is for you. We work with clients who have at least $500K in assets under management or are on their way, saving $60K or more per year. Whether you’re preparing for retirement or building wealth early in your career, this roadmap is designed to support what matters most to you—now and in the future.

We are true fiduciaries. We have no products to push and we do not get paid commissions- it’s all about what is best for you. Bonfire Financial is an Independent, Fee-Only, Registered Investment Advisor with a team of CERTIFIED FINANCIAL PLANNERs™. Our goal is for you to focus on enjoying life, not market fluctuations. 

Yes, this financial plan will also cover your spouse. We want to make sure you are getting a comprehensive look at your entire financial picture.

We believe that real fiduciary advice starts with understanding you—where you are today and where you want to go. No two financial situations are the same, and your advice shouldn’t be either. That’s why we lead with a financial plan, ensuring every recommendation is tailored to your unique goals, vision, and future.

The first step is to schedule a call with one of our CERTIFIED FINANCIAL PLANNER™ professionals to ensure we’re the right fit. During this call, we’ll discuss where you are today and where you want to go.

Next, we’ll gather the necessary documents to build your customized financial plan. In about seven days, we’ll schedule a second call to walk you through your tailored strategy and recommendations.

Once your plan is in place, we’ll begin transitioning and managing your assets, implementing the strategy, and ensuring everything stays on track with regular check-ins and ongoing adjustments.

Typically, our custom financial plans cost $2,500, but we provide them at no cost to our clients. Our fee structure starts at 1% of assets under management (AUM) for the first $2M and decreases from there. This ensures our interests are aligned. As a fee-only firm, we succeed when you succeed.

Absolutely, that is the first step! Click here to book your call.

Let's Start my Plan!

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.

GET STARTED
I'M STILL UNSURE - Let's talk
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(719) 394-3900

CFP Colorado Springs

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Leading With Planning, Managing Your Wealth With Purpose

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© Bonfire Financial, LLC | 2024
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BONFIRE IS A REGISTERED INVESTMENT ADVISOR

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(719) 394.3900
(844) 295.0069
[email protected]