YOU BUILT IT. DON'T LET RETIREMENT BREAK IT.

4 Meetings. 30 days. One coordinated Plan for Taxes, Investments, Insurance, Estate & Income.

START THE BONFIRE METHOD

Does this sound like you?

You’ve saved diligently, built a solid foundation, keep cash reserves, and carry little to no debt outside your home.

You’ve done the hard part. But your still asking:

  • Are we confident we can maintain our lifestyle in retirement?
  • Are we taking more risk than we need to for the life we want?
  • Are we losing money to unnecessary taxes without realizing it?
  • If something happened to me, would my family know what to do?
  • Have we pressure-tested our plan for a long retirement?
  • Are we losing money to unnecessary taxes without realizing it?
  • Are hidden fees quietly draining our wealth?
  • Do we have a real plan or just scattered advice?

Independent | Fee-only | Planning-first

We are CERTIFIED FINANCIAL PLANNER™ professionals - true fiduciaries that will always put your interest ahead of our own.

START THE BONFIRE METHOD
Bonfire Financial As Featured In

How the Bonfire Method Works

In 30 days you'll learn more about your finances then most do in 30 years

STEP ONE
Clarity & Goals Meeting

The Clarity & Goals Meeting brings your entire financial life into one clear, organized view, defines what retirement success truly looks like for your family, and identifies the most important questions to tackle first so that we can move forward with clarity and direction.

STEP TWO
Tax & Protection Checkup

The Tax & Protection Checkup starts with your taxes, an area most advisors never touch, reviewing your return alongside our tax partners, identifying insurance inefficiencies, gaps, and unnecessary coverage, and determining what needs attention now versus what can stay as is.

STEP THREE
Investment & Risk Alignment

The Investment & Risk Alignment Session aligns your portfolio with the level of risk you actually want to take, simplifies both traditional and alternative investments into clear, practical terms, and maps out where core investments and alternatives may best fit.

STEP FOUR
Retirement Roadmap

The final step is where everything comes together, showing where you are today, where adjustments can meaningfully improve your path, and how a more coordinated approach across key planning areas can work in your favor, leaving you with a clear, written roadmap and actionable next steps.

Apply Now for the Bonfire Method

Do it for yourself, not by yourself.

I'M READY. LET'S GO!

LISTEN TO OUR MOST RECENT PODCAST EPISODE:

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.

Your roadmap for preserving, protecting and growing your wealth.

Get Started with a Financial Field Guide.

GET MY GUIDE
Financial Plan Bonfire Financial

Recent ARTICLES

READ MORE

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.

Let's Start my Plan!

Ignite Your Wealth, Illuminate Your Future

GET YOUR GUIDE

Grab a seat at the
fire and let’s make
your retirement one
to remember

GET STARTED

Fueling Your Financial Journey with Expert Guidance and Personalized Plans

Thank You For Your Subscription

You’re in! Thanks for subscribing to our monthly newsletter. We will be sending you market updates, financial insights and inspiring travel ideas soon but in the meantime check out our blog, join us on Instagram or pop over to Pinterest.

Your Appointment Request has been Received

Thank you for reaching out! We are excited to learn more about you. Someone from our team will be in touch shortly.

Sign up now

Join us around the fire for monthly market updates, financial insights and inspiring travel ideas.

.

Sign up now

Receive tips

Give us a call

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