Bison Wealth | Locations | Detroit

Who is Retirement Planning For?

For decades, you’ve worked, saved, and sacrificed to provide your family with financial security and independence. Now, as you consider retiring or have recently taken that step, the thought of letting go of a steady paycheck may feel daunting. At Bison Wealth Detroit, our holistic retirement planning process is designed to simplify the complexities of this transition, ensuring your financial security remains steadfast.

Whether you’re approaching retirement or already retired, our personalized plans provide peace of mind, empowering you to enjoy this new chapter of life. From ensuring your savings last, to safeguarding your future — we’re here to help you thrive in retirement with confidence and clarity.

Ensure a steady income stream throughout your retirement years.

Protect your savings from inflation, market volatility, and unexpected expenses.

Optimize your Social Security and pension benefits to maximize impact.

Why Start Now?

Only 50% of Americans

Only 50% of Americans state they have calculated how much they need to be saved for retirement.¹

Only Half of Working Households

Only half of working households ages 55-64 have any 401(k)/IRA savings.²

Only 42% of Pre-Retirees

Only 42% of pre-retirees feel confident they have enough saved to maintain their lifestyle.³

Incorporating Tax Mitigation

Incorporating tax mitigation into your retirement planning may significantly reduce your lifetime tax burden.

¹EBRI 2024 Retirement Confidence Survey (https://www.ebri.org/docs/default-source/rcs/2024-rcs/2024-rcs-release-report.pdf)
²CRR @ Boston College, “Do We Have a Retirement Crisis?” https://crr.bc.edu/do-we-have-a-retirement-crisis/
³Fidelity’s Retirement Savings Assessment Fidelity Retirement Score Tool

Holistic Approach

As your financial team captain, we assess every aspect of your financial world — savings, taxes, investments, and estate planning — to craft a unified, complete retirement strategy that aligns with your vision.

Personalized Strategy

Every plan we create is designed around your unique goals and circumstances. We lead and coordinate the details so you have a clear, custom roadmap to a secure retirement.

Experienced Guidance

With Bison Wealth Detroit’s dedicated team guiding each step, you can trust that every decision reflects your best interests and long-term goals, helping you navigate retirement with confidence and clarity.

Our Services

Retirement Planning

Secure Your Future with Tailored Retirement Planning Strategies