Privacy Policy - Financial Planning and Wealth Management

Privacy Policy

What does Bonfire Financial, LLC
do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

   – Social Security number and income

   – Assets and transaction history

   – Investment experience and risk tolerance

When you are no longer our client, we continue to share your information as described in this notice.

How?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Reasons we can share your personal information

does bonfire financial, LLC?

Can you limit this sharing?

For our everyday business purposes – such as to process your transactions, maintain
your account(s), respond to court orders and legal investigations, or report to credit bureaus

YES

NO

For our marketing purposes – to offer our products and services to you

YES

YES

For joint marketing with other financial companies

NO

We do not share

For our affiliates’ everyday business purposes – information about your transactions and experiences

NO

We do not share

For our affiliates’ everyday business purposes – information about your creditworthiness

NO

We do not share

For our affiliates to market to you

NO

We do not share

For nonaffiliates to market to you

NO

We do not share

To limit our sharing

Please note: If you are a new client, we can begin sharing your information 30 days from the date we sent this notice.  When you are no longer our client, we continue to share your information as described in this notice. 

However, you can contact us at any time to limit our sharing.

QUESTIONS? Call 719-394-3900

Who we are

Who is providing this notice?

Bonfire Financial, LLC

what we do

How does Bonfire Financial, LLC protect my personal information?

To protect your personal information from unauthorized access
and use, we use security measures that comply with federal law.
These measures include computer safeguards and secured files and buildings.

How does Bonfire Financial, LLC collect my personal information?

We collect your personal information, for example, when you:

– open an account or give us contact information

– enter into an investment adviser contract or give us your income information

– tell us about your investment or retirement portfolio

We also collect your personal information from other companies

Why can’t I limit all sharing?

Federal law gives you the right to limit only

– sharing for affiliates’ everyday business purposes—information about your creditworthiness

– affiliates from using your information to market to you

– sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing

Definitions

affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

NONE

nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

NONE

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

NONE

  Website by Neon Pig Creative

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Give us a call

(719) 394.3900
(844) 295.0069
SPARK@BONFIREFINANCIAL.COM