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Wise Counsel
Your Retirement
Wise Counsel
By Your Side
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. 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.
Your Retirement
Guidebook
There are major shifts that need to happen before you transition into retirement. This complimentary guidebook can help you determine if you are financially and emotionally ready. It contains important retirement transition logistics such as planning for healthcare; understanding key milestones for Medicare, Social Security, and retirement withdrawals; and replacing your income in retirement.
By Your Side on Life’s Journey
Rethinking Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
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Avoiding a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Selling a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
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Rolling Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
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Experiencing Divorce or Losing a Spouse
Whether through divorce or the death of your spouse, going from part of a couple to being on your own comes with significant emotional and financial challenges.
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Seeking a Second Opinion
Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.
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Closing Day (Inspired by a True Story)
What’s it like to achieve your ideal future? For some people, the occasion brings a flood of memories, feelings of deep satisfaction, and excitement for the days ahead. Inspired by the true story of a Savant client, “Closing Day” shows you what it could potentially be like when the future you’ve dreamed of finally arrives.
Savant Views & News
June 28, 2022
If you’re feeling less than confident about your financial wellbeing during these uncertain times, it could be time to get a financial “second opinion.”
June 23, 2022
From an economic point of view, things have gotten so off-kilter that people are beginning to wonder if a period of stagflation might set in. Investment research analyst Danny Noonan examines the situation.
June 22, 2022
National “Let It Go” day is one of those invented holidays that occurs each year on June 23. The point? To forget about the things that make us regretful, guilty, or embarrassed. If ongoing inflation and market volatility have you feeling worried, why not embrace the idea?
June 20, 2022
Stock options give employees the right to buy company stock at a stated price within a specific period of time. Employees are usually happy to take stock options as supplemental compensation but can fall into trouble if they don't understand what they have been offered.
June 16, 2022
The monthly inflation report came out last week and was not well received. Inflation was up 8.6% in May, the highest inflation number since 1981. Six of the past seven inflation reports have been the highest inflation readings since 1981.
June 14, 2022
This summer, planning a vacation may be more difficult – and expensive. Airfare, hotels, and rental cars are all more costly compared to pre-pandemic pricing.
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