Bison Wealth Management
Ryan Schaefer
Financial Advisor
A customized plan to help you live with more intention and impact
We know that a financial plan goes beyond the budget and balance sheet. We will guide you through each step of our process in our engagement together with our
Planning Roadmap:
Discover
Discover: We take a thorough fact-finding approach to understand what matters most to you and what your financial goals are.
Analyze
Analyze: Looking at your entire financial picture, we will run a robust financial analysis to gather data and key insights to give you a complete understanding of where you are at today.
Share Findings
Share Findings: Our team will take your financial analysis and capture our key findings to share them with you in a simple deliverable with guidance on next steps.
Implement
Implement: We will help you execute your strategy and be your guides and advocates along the way.
Who We Serve
Blue Collar Business Owners
You’ve put your everything into your business and have used your gifts to make a difference in your community. We help you plan for the future so that you can focus on what you do best: running your business.
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- Risk management
- Succession & transition planning
- Key & group employee benefits
- Charitable giving strategies
The Golden Years
You’ve worked hard to get to where you are and are thinking about what’s next: Your Golden Years. We take a highly strategic approach to help you navigate your most important decisions for this next season of life.
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- Long-term care & asset protection
- Retirement distribution income & lifestyle planning
- Tax mitigation strategies
- Legacy & estate planning
The Rising Family
You are in the grind working hard to build your family and your life. You are juggling many responsibilities and care about stewarding your resources well. We help you build your wealth in a strategic and efficient way so that you can arrive well-positioned for the decades to come.
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- Income protection
- Budget & cash flow optimization
- Wealth building audit
- College & family planning
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
