Have a Purpose in Retirement
A successful retirement requires much more than having enough money. You also need to wake up to a purpose-driven life.
Assess Your Financial Health
Find out how you’re doing with our 3-minute online assessment.
Answer These Questions Before You Retire
Our Guidebook outlines vital questions to consider before you stop working.
Find Wise Counsel Near You
Savant is now in 7 states with 20 different office locations to better serve you!
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.
By Your Side on Life’s Journey
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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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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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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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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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
September 22, 2021
In casual conversations, “we need a market correction” has become commonplace. The S&P 500 has doubled since the lows in March of last year. We achieved 55 new all-time highs this year; the previous record of 77 new all-time highs in 1995 is within reach.
September 20, 2021
If you have followed investment news through traditional media, you have likely heard the theory that a potential increase in the long-term capital gains rate may cause investors to sell all of their positions with unrealized gains ahead of the tax change in the name of avoiding higher future tax rates. At face value this seems like a reasonable theory, but what does historical evidence tell us?
September 15, 2021
2021 created a new rivalry – those who believe inflation is temporary and others who believe it’s more indefinite. The U.S. inflation rate increased to nearly 5.4% year-over-year as of July 2021, the fastest rate of growth since 2008. Concern about rising inflation in the next few years has been a major point of contention.
September 15, 2021
Learn more about an approach to investing known as “tax-efficient investing” in our recently updated 3rd edition Approaching Zero Taxes white paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.
September 15, 2021
The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.
September 14, 2021
Savant and Absolute Engagement released a joint research report on the evolution of retirement in the United States called The Death of Retirement: New Thinking on the Next Chapter.
