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Freelancer
Client Resources

Access your accounts directly with Charles Schwab. Here you will be able to sign documents, approve transaction and update statement preferences or personal information. Contact your advisor if you need login in credentials or help signing in.

Access up-to-date account statements, account values and tax documents. Contact your advisor if you need login in credentials or need help signing in. 

Access your comprehensive plan to check progress, upload documents and download reports. Contact your advisor if you need login in credentials or need help signing in. 

Access your latest PSRS/PEERS statement as well as information regarding your pension and retirement.

Create your online account with Social Security.  You'll be able to see exactly how many credits you have currently and your benefit estimates if you have 40 credits.  Just a reminder that PSRS/PEERS retirees are subject to the Windfall Elimination Provision and the Government Pension Offset.  

​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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