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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
May 16, 2022
The risk of recession is clearly elevated given the inflation situation. While consensus opinion may call for a slowdown, acting on that call may not be the winning bet.
May 16, 2022
A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.
May 11, 2022
Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.
May 11, 2022
Many people have a goal to experience financial freedom. But what that means to you is unique and it may change as you experience different life stages.
May 11, 2022
For entrepreneurs, a trustworthy advisor needs to have a holistic understanding of your personal and business needs and should always place your interests first.
May 5, 2022
One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.
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