Financial Health Assessment
How Future Fit Are You?
Take Savant’s Financial Health Assessment to see how future fit you really are.
Life is complicated. There are a lot of moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. Success requires you to make sure that your valuable resources, your time, talent, and money are focused on what truly matters to you and your family. Since 1986, Savant Wealth Management has focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. If you think that most financial firms look, talk, and act alike and you’re looking for something deeper, more efficient and approachable, then we think you’re ready for our Wise Counsel.
Our clientele come from diverse backgrounds but hold common values and priorities. They are devoted to caring for their family members and loved ones. They work hard but also make time for varied investments and building family relationships and memories. They look for ways to help others, especially their loved ones. And, they are dedicated to ensuring the well being and success of their family. These common roots are found throughout all our families, regardless of life stages.
While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?Learn More
Retirement isn’t a one-day event; it’s a multi-year process as you move beyond work. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.Learn More
You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.Learn More
Transitioning from living as a couple to managing on your own can be complicated. Taking control and picking up the pieces can be a bigger job than you bargained for.Learn More
At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.