Bonsai is a financial advisory firm based in Littleton, CO, dedicated to recasting the future of financial advice. With a holistic approach to managing clients' balance sheets, Bonsai empowers financial professionals, RIA firms, insurance agents, fraternal organizations, and broker-dealers to help their clients achieve their financial goals.
By leveraging an innovative approach that considers both asset and liability perspectives, Bonsai addresses the complexity of uncertainty and effectively manages clients' determined outcomes. With a revolutionary platform for financial professionals, Bonsai enables advisors to tap into opportunities for growth and better serve their clients, including business owners.
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