Retire in 2022
Many are re-evaluating their lives during the pandemic and one area of reckoning is work. If you’re planning on transitioning into retirement in 2022, you won’t want to miss this!
Assess Your Financial Health
Find out how you’re doing with our 3-minute online assessment.
Calculate the Value of Advice
Having a relationship with a financial advisor can help you better understand the complexities of your financial life and make more measured decisions. But is it really worth it?
Gear Up for Retirement
Our Retirement Countdown eBook will help you focus on what needs to get done when you’re within five years of retiring.
Maximize Your Social Security Benefits
Understanding how Social Security benefits work is essential to maximizing the lifetime value of your benefits.
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.
By Your Side on Life’s Journey
Rethinking Work and a Traditional Retirement
Many professionals and executives want to stop sprinting on the corporate treadmill. If you could turn your paycheck into a “play check,” would you?
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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 integrate tax planning into our approach to wealth management.
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Transitioning
Into Retirement
With the right plan in place, 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 have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.
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Experiencing Divorce or Losing a Spouse
Are you suddenly solo? Transitioning from living as a couple to surviving on your own can be complicated.
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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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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.
Our Services
Savant Views & News
January 13, 2022
Will the “Great Resignation” continue in 2022? It appears so. If you leave your current job before you accept a new one, make sure you’re financially prepared for a search that may last longer than expected.
January 13, 2022
It isn’t often we get good news from the IRS, but if you’re one of the many older Americans who must take a required minimum distribution (RMD) from your qualified retirement plan this year, your year just got off to a great start.
January 13, 2022
While making resolutions may help you achieve easy short-term goals, they likely won't help you weather complexities like inflation or the pandemic as you plan for your next chapter.
January 13, 2022
Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond.
January 5, 2022
Is 2022 the year that you finally retire? If you're getting ready for the big day there are several things you need to know to prepare.
January 5, 2022
There's no time like the present to prepare for tax season! We have some reminders from the Internal Revenue Service to help make tax filing easier, along with some special items to consider.
