Broker Check

12412 York St., Thornton, CO 80241

(720) 379-8665
info@bighornwealth.com
Schedule a Meeting

Colorado Springs, CO

Financial Advisor

Comprehensive Financial Planning Services in Colorado Springs, CO

Comprehensive Financial Planning Services in Colorado Springs, CO

Welcome to Bighorn Wealth Management, Your Professional Financial Advisor in Colorado Springs. At Bighorn Wealth Management, we understand the significance of financial planning in securing a prosperous future. As a leading financial advisor in Colorado Springs, we bring specialized expertise tailored to the unique financial landscape of this vibrant community.

Our comprehensive range of financial services is aimed at helping individuals, families, and businesses to pursue their goals and enjoy financial freedom. From retirement planning to investment management, we have you covered!

Our Services: Tailored Financial Solutions for Your Goals


Retirement Planning: Secure Your Future with Expert Guidance

Early retirement planning is the cornerstone of financial security. Our seasoned advisors craft customized early retirement strategies for our Colorado clients so they can live out their golden years in style. In Colorado Springs, retirement income planning along with Social Security optimization, are just two parts of effective retirement planning that we cover. We want to help make retirement that special time of life it is meant to be.

Estate Planning Strategies: Smooth Transition of Assets, Minimal Tax Liabilities

Estate planning in Colorado Springs is more than just ensuring your legacy is preserved as you wish. It involves making sure your assets are passed down in the best way for both you and your beneficiaries. We specialize in organizing wills, trusts, and essential documents, minimizing tax burdens for your heirs. We work closely with attorneys who can make sure everything is executed legally and properly.

Insurance Planning: Comprehensive Coverage for Your Peace of Mind

Our professionals conduct a thorough analysis of your insurance needs so that all the essential gaps are filled in and you can be as reasonably prepared for the unexpected as possible. Long-term care insurance, for instance, is often overlooked and can save you from having to liquidate assets to pay for medical expenses. Proper insurance planning can help provide financial security for your loved ones.  We can provide access to a wide range of insurance products at great prices.

Tax Strategies: Optimize Your Financial Position

Making the most of your money means preventing unnecessary losses. Our team excels in expert tax planning and year-round support for all your tax-related queries. Our tax optimization strategies are aimed at minimizing your tax burdens through legal methods, which, over a lifetime, can save you big time.

Investment Management: Align Your Investments with Your Financial Goals

Effective investing means planning and implementing risk management solutions that give your money the best chance at growth with protection. Our expertise in investment portfolio management coupled with periodic, regular reviews can help ensure your financial goals are met.


Why Choose Bighorn Wealth Management?


Local Expertise: Navigating Colorado Springs' Unique Financial Landscape

Our advisors possess in-depth knowledge of Colorado Springs' financial intricacies, providing tailored solutions to local tax regulations and investment opportunities.

Personalized Approach: Your Goals, Your Plan

We develop individualized financial strategies based on your unique goals. With regular consultations, we adjust as your circumstances change and ensure that you stay on track.

Professional Team: Experience and Expertise You Can Trust

Our team comprises experienced financial advisors and wealth managers committed to ongoing education and market research. We provide dedicated client support for all questions, concerns, and suggestions.

Proven Track Record: Success Stories Speak for Themselves

We have successfully navigated diverse financial challenges with our clients and have a proven track record. Satisfied clients have shared their success stories and testimonials. Find them here.

Colorado Springs Financial Consultant: Securing Your Financial Future Starts Here

Colorado Springs Financial Consultant: Securing Your Financial Future Starts Here

Whether you are in need of a few or all of our suite of financial services, we are here to help you reach your financial goals. From estate and insurance planning to tax, investment, and retirement planning, we can help you map out where you want to get and how to get there. So, ready to take the first step? Schedule a complimentary consultation with us today. Your financial future deserves expert guidance from the professionals at Bighorn Wealth Management!

See What Our Clients Have to Say About Us:

"Rick Byrd has been our LPL professional since May of 2018. We only wish we’d started our financial journey with Rick sooner. He is the ultimate professional - knowledgeable, caring, customer-focused, trustworthy and experienced. He’s helped us through both simple and complex issues. I cannot recommend Rick highly enough. It’s a pleasure to work with him. Thanks for all you do for us, Rick!"

Mary & Dan 
Pine Grove, CO

This statement is a testimonial by a client of the financial professional as of 10/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

See What Our Clients Have to Say About Us:

"Bighorn Wealth Management has been a resource for my personal wealth and the wealth of GW Mechanical, Inc. for more than fifteen (15) years. Mike brought a wide variety of options and opportunities to the table. They have provided guidance in business management along with keeping our leadership options in mind. Mike has researched options and provided us a variety of professionals he has found that might provide guidance or offer solutions. The opportunities brought to the table for our management has developed a team that works with results. Throughout our business operations Mike has been there supporting us each step. Whether day to day operations or business buyouts, he provides guidance and advice to navigate the transactions along with assisting in bringing counsel into the conversations. Mike has provided my wife and I confidence in our wealth with options that allowed us a choice in the direction we were headed for our future. We have confidence in the decisions we have made with Mike's support. Bighorn Wealth Management provides a personal touch and includes us in activities beyond business. It has been a worthwhile investment having Bighorn Wealth Management on our side. There's a bumper sticker from long ago, I like IKE, well I like Mike."

Dean 

This statement is a testimonial by a client of the financial professional as of 11/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

See What Our Clients Have to Say About Us:

"Our experience with Mike and his staff has been excellent. Over the past five years, they have helped us with multiple projects including estate planning, tax planning, investing, insurance programs, 401k plans, business and personal planning.  They have proven to be very knowledgeable and competent in all of these areas. They have always exceeded our expectations. Now that my wife and I are nearing retirement, we feel that we are ahead of the game and feel very confident going into the future thanks to their advice and planning expertise. We would highly recommend Bighorn Wealth Management to our friends and others needing these services.  They have proven to be trustworthy and will work hard to accomplish your goals."

David 
Kimball, NE

This statement is a testimonial by a client of the financial professional as of 11/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Have a Question?

Thank you!
Oops!