Answer These Questions Before You Retire
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Master the Balancing Act
Our eBook for Gen Xers can help you manage the goals that are vying for your attention.
Wise Counsel By Your Side
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have 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. That’s Wise Counsel by your side.
Wherever You Are, Savant Can Help
Life is complicated. There are many moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. To get back on course, you need to make sure your resources, time, talent, energy, and money are focused on what truly matters to you and your family. Our team is dedicated to helping our clients wherever they are in life.
Building & Saving Your Wealth
Building & Saving Your Wealth
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?
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Nearing & Living In Retirement
Nearing & Living In Retirement
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.
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Experiencing Divorce or Loss of a Spouse
Experiencing Divorce or Loss of a Spouse
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.
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Diversifying & Protecting Your Life’s Work
Diversifying & Protecting Your Life’s Work
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.
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The Right Team
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.
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Savant Views & News
July 27, 2021
Savant's Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provide a mid-year market update and outlook.
July 26, 2021
In gymnastics, flexibility is key. Athletes train their bodies to stretch and adjust to changing speed and movement with total control and grace. Gold medal estate planning, in many ways, is no different.
July 26, 2021
Skateboarding, karate, surfing, sport climbing, and BMX freestyle are newer sports added to the Olympics in recent years. We will use this exciting global tradition to work our way through a mid-year market update.
July 21, 2021
When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.
July 14, 2021
As we near the end of July, daily new COVID-19 cases in the U.S. are at the lowest number since the pandemic began. This has given many people the confidence to resume normal activities as seen in passenger airline data. For the first time since the beginning of the pandemic, airline traffic has been positive.
July 13, 2021
In their mid-60s, many people need to make important decisions about Medicare and when to start claiming Social Security. Financial advisor Cal Brown takes a closer look at this issue and how it may affect you.
