Bison Wealth - Steve Clark
Over three decades of experience helping clients navigate through financial markets and introducing financial instruments to preserve and grow hard-earned money
Our Services
Personal & Family Financial Planning
Personal and family financial planning tailored to life goals such as retirement, college, or home buying, with ongoing annual reviews and updates for major life events, supported by detailed analysis and scenario planning.
Investment Advisory Solutions
Investment advisory services include aligning current assets with financial goals, assessing risk tolerance and time horizon, and developing a personalized 12-month portfolio strategy with ongoing annual reviews and adjustments for life changes.
Personal & Business Insurance Solutions
Personal and business insurance solutions are designed to identify financial risks and provide tailored protection through life, disability, long-term care, or annuity coverage, with plans to address any coverage gaps over time.
Business Advisory Solutions
Business advisory solutions include evaluating retirement and insurance programs, with strategies like Cash Balance or 401(k) plans and key person insurance to enhance benefits and reduce financial risk.
Meet Steve
Steve is a cancer survivor and passionate advocate for fitness, bringing over 40 years of experience as a small business consultant and family wealth advisor. He is dedicated to helping clients preserve and grow their wealth through personalized financial, investment, and insurance strategies, while maintaining a strong commitment to personal service and community involvement.