Planning

 

Bison Planning works as a trusted partner with our clients to understand and analyze their current planning, as well as both short-term and long-term goals in order to build a solid foundation for future generations. At Bison, we use both Goals-Based and Cash Flow Planning to answer key questions such as What are your needs? Will your assets meet your goals? What concerns do you have?

"Give me 6 hours to chop down a tree and I will spend the first four sharpening the ax."
- Abraham Lincoln

How We Build Your Plan

  • Evaluate your current situation and prioritize your goals for the future
  • Analyze your decisions and discuss possible outcomes
  • Identify risks that may deter and minimize your plans
  • Work with your Trusted Advisor Team (Attorney, CPA, and others) to coordinate the implementation of your financial plan
  • Review Estate Planning Documents to ensure they work in concert with your financial plan
  • Work with Family Members to reduce risks and educate on wealth transfer to the next generation
  • Monitor your financial plan and portfolio at periodic reviews
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What is Our Focus?

Wealth Preservation
Estate Planning and Wealth Transfers
Risk Planning for Wealth Protection
Education Planning
Philanthropic Planning
Retirement and Business Succession Planning
Education of Future Generations
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HOW WE PROTECT YOUR PLAN

  • Asset Strategies designed to protect against:
    • Volatile capital markets
    • Living too long
    • Dying too soon

  • Insurance designed for:
    • Long Term Care
    • Business Continuation
    • Employee Benefits
    • Life Insurance
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HOW WE HELP YOU PROSPER

  • Review lifestyle goals 
  • Philanthropic endeavors
  • Family legacy discussions
  • Wellness seminars and coaching
  • Longevity planning

Planning Education Center

Estate Planning Awareness

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Florida Day

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Long-Term Care

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The Corporate Transparency Act

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Annual Gifting

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Welcome to Adulting

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