Financial & Retirement Planning

Wealth accumulation, investment, transfer, and downside risk protection strategies + services for high-net-worth individuals and families.
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Align finances with your lifestyle and goals.

Investments & Savings
We design strategies that help your wealth grow while protecting what you’ve built. From smart savings plans to diversified investments, every move is aligned with your personal goals and long-term vision.
Planning & Strategy
Your financial future shouldn’t be left to chance. We build a personalized roadmap that brings clarity to your next steps, ensuring every decision moves you closer to your objectives with confidence.
Clear Results & Reports
Transparency is at the core of our process. With clear reporting and real-time insights, you’ll always know where you stand, how you’re progressing, and what adjustments are needed to stay on track.
RETIREMENT PLANNING

A more mindful approach.

Our retirement planning combines rigorous analysis with a human touch. From Roth conversions to withdrawal strategies, we assess your entire financial picture and develop a plan specific to your goals. With decades of experience and a commitment to your success, we protect your wealth, empower your decisions, and help ensure your retirement is not only secure but fulfilling.

  • Comprehensive cash-flow analysis to guide critical decisions
  • Personalized strategies to optimize wealth growth, preservation and transfer
  • Expert oversight from planners who act as stewards of your financial well-being
  • Confidence that your retirement vision is achievable and secure
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FINANCIAL PLANNING FOCUS

Enjoy a clear vision, strategy, & roadmap to your goals.

The best financial planning starts with a true understanding of your current reality, your financial ambitions, and your concerns. Whether you’re approaching retirement, navigating a major life event, or just starting your first 401(k), Bauer Heitzmann is your trusted partner in making significant financial decisions.
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We don't just plan for numbers-we plan for your life. By understanding your whole picture, we'll craft a realistic plan that gives you the clarity and focus to hit your targets and protect your future—with confidence and control.

Free Financial Planning Tools
CLEAR COMMUNICATION

Enjoy 100% pure transparency into your portfolio.

Your financial picture should never feel like a mystery. That’s why we give you 100% visibility into every dollar, explained in a way that makes sense for you.

Whether you prefer concise summaries or detailed analytics, our advisors adapt to your level of detail. With Bauer Heitzmann, transparency isn’t optional—it’s the standard.

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Ready to get started?

Meet your own personal advisor to craft your financial future. Your professional advisor is a certified Independent RIA – operating as a true fiduciary.
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Get In Touch

For common inquiries please review our FAQ page. Use the contact form below to reach out to a Bauer Heitzmann associate by email.

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Everything you need to know about our services

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What is Financial Planning?
Financial planning is the process of analyzing, planning, and managing funds or assets in accordance with the clients target goals. Depending on the desired outcome and timeframe; a financial planner will allocate funds to various investment channels and opportunities. There are hundreds of options to grow, diversify, or protect your assets – meet with an adviser to learn the best options for you.
Why is Financial Planning important?
Financial planning is important to make sure your current income or finances will accommodate your lifestyle (or desired lifestyle). Improper financial planning can have ultimately devastating effects. A professional advisor will help you learn the exact numbers you need to hit to stay on track.
What is the best retirement plan? (IRA vs 401k vs pension vs other)
Unfortunately, there is no objective answer to which is “best” – it depends on several different factors and your retirement goals. A professional advisor can help compare the most important factors/numbers you need to know for a successful retirement plan.The most important benefits of Wealth management are:
What is Retirement Planning?
Retirement planning is the careful consideration of making your current/total income last the entire duration of your retirement. It’s one of the most complex but important math problems you’ll ever need to figure out. Improper retirement planning can become an extremely stressful late-life burden. A professional adviser will help you nail down a gameplan to accomodate your lifestyle throughout retirement.
What are the benefits of Financial Planning?
The compounding benefits of proper financial planning are virtually limitless – but here are some of the most important to consider:

1. Increased savings and accumulation of wealth
2. Investment opportunities, funds, etc.
3. Reduced taxes, fees, risks
4. More effective budgeting/spending/investing
5. Financial and psychological peace

Safeguarding the wealth of the most successful people on Earth.

5755 Mark Dabling Blvd., Suite 245
Colorado Springs, CO 80919
(719) 575-9000
info@bauerheitzmann.com
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© 2025 Bauer Wealth Management Inc, dba Bauer Heitzmann in Colorado Springs. Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Securities and Exchange Commission. Registration does not constitute an endorsement of the firm by the SEC and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.