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Our Case Studies

Wise Counsel in Action

At Savant, we are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.

Although everyone’s situation is unique and there is no one-size-fits-all solution, these case studies provide an inside look at how we strive to help our clients achieve their financial goals through our personalized approach.

Whether you’re looking to retire comfortably, grow your wealth, or protect your assets, our case studies are designed to provide a sense of how we can help you pursue your financial goals. We encourage you to explore our case studies and learn more about our services.

Bill’s Victory Lap Retirement: From National Sales to Nurturing Souls

After a long and fulfilling career, it’s not always easy to determine the best way to transition to retirement. Should you stop work completely, or continue to work or volunteer part-time? For Bill, the decision became clear after he read, “Victory Lap Retirement,” a book co-written by Savant’s Chief Innovation Officer, Rob Morrison, CFP®.

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Retiring Solo: How Linda Prepared with Savant’s Help

You see the ads all the time – a couple in their golden years, walking on the beach, living their best lives in retirement. But what about those who enter retirement widowed, divorced, or never married? A 2021 report from the U.S. Administration on Aging found that more than half of women and nearly a third of men over 65 fall into this category. Without a spouse or partner, those who retire solo often worry about being able to retire comfortably on their own. That was the case for Linda, who turned to Savant for help.

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Getting Help for Mom and Dad

As couples age, some make the decision to move closer to family. Grandparents enjoy seeing their children and grandchildren and appreciate having extra support if they need it. But when Don and Marjorie, both in their late 80s, decided to move closer to their daughter, Amy, Don’s health was declining fast. Amy knew she needed to understand her parents’ financial situation quickly — to get her dad the care he needed and ensure her mom would be financially secure after Don’s death. Amy’s friend referred her to Wayne Titus, a financial advisor at Savant Wealth Management in Plymouth, Michigan, for help.

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Losing a Spouse Case Study - Rory

Rebuilding His Life After Losing His Spouse

Moving on after losing a spouse may seem like an insurmountable task. When Rory’s wife died suddenly, he quit his job and took time to deal with his grief. But he knew he couldn’t dwell on his wife’s death forever. Eventually, Rory decided to get back into the workforce and get his financial situation organized. With the help of Savant Advisor Rick Bender, he re-evaluated his goals and set his sights on creating a new life for himself – including a plan to retire in Mexico.

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Feeling Confident About Retirement

With the potential for retirement to last as long as 30 or more years, it’s no wonder many people worry about outlasting their money. If you’re ready to retire, but don’t feel confident about whether you’re financially ready, a milestone that’s worthy of celebration can become a source of stress instead. That was the case for Steve, who turned to Savant Advisor Don Duncan for help.

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Our Goal Is to Help You Plan and Live Your Ideal Life

We believe great advisors help you uncover what’s really important and help you chart a course to live the ideal future you’ve always dreamed of.

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.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

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