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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
August 11, 2022
Have you saved enough for withdrawals in retirement to close the gap between guaranteed income and what you want to spend? If not, don’t despair.
August 11, 2022
Fixed income used to be the asset class investors hated to love. Now it’s the one they love to hate. This year has reminded us that fixed income doesn’t offer diversification all the time.
August 9, 2022
Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.
August 8, 2022
Second quarter Gross Domestic Product (GDP) came out on July 28th declining 0.9%, the second straight quarterly decline. The “Are we in a recession or not?” talk turned business TV into a sports debate show. There are convincing arguments on both sides.
August 4, 2022
Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.
August 4, 2022
Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.
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