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Our Process

Pension Analysis

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1

Information Gathering

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Financial Presentation

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We’ll help you determine your eligibility, document any purchase years, file for PSRS/PEERS retirement, and connect you to one of our financial planners.

In this meeting, we’ll get to know your financial goals, explain our process, and introduce you to the values that guide our work.

We’ll review your current finances, walk through pension and retirement scenarios, and deliver customized investment and retirement recommendations.

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Client Onboarding

Ongoing Reviews

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The process includes completing a risk assessment, selecting an investment portfolio, and implementing a financial plan tailored to your goals.

Clients receive direct access to their financial planner, regular plan updates, professional investment management, and coordination with outside experts as needed.

​​​Get in Touch

​​​12645 Olive Blvd – Suite 229

Creve Coeur, MO 63141

​​​314-949-5760

​Bison Financial Group, LLC is a registered investment adviser with the state of Missouri and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Bison Financial Group is not affiliated with Fiducient Advisors

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This firm and its representatives are registered to conduct investment advisory business in the state of Missouri. Investments involve risk and are not guaranteed.  Be sure to first consult with a qualified tax professional before implementing any strategy.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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