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Diversifiers

Diversifying & Protecting Your Life’s Work

As you dedicated decades of your life to creating and growing your business, you focused on taking care of your employees and your clients. Though it has been your passion and a labor of love, you feel like it’s time to start preparing for what’s next for you and your family – and the next stage in the succession plan for your business. What is your next dream project? And when will you have the time to start it?

Preparing for Your Next Chapter

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How do you transition away from working for your business and start having the business work for you? Having too much of your wealth invested in your company is a risky proposition – especially as you approach retirement. How do you begin to get your arms around and start this process? Our team can help with every facet of this transition. We have professionals on staff who are experienced in taxation, company retirement plans, business valuation and succession planning, and estate planning and trust services. We all work together to roll up our sleeves and develop a comprehensive plan to take care of your future and the future of the business you worked so hard to build. Because running a successful company is more than a full-time job, let Savant take care of the rest.

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Savant Views & News

August 24, 2021
The possibility of a delayed or semi-retirement is more relevant than ever. The pandemic forced us to work differently with many working remotely from home. A Victory Lap Retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.
April 20, 2021
High-income earners are usually unable to contribute the same proportional amounts to their qualified retirement savings plans as others. Non-Qualified Deferred Compensation (NQDC) plans may provide a favorable solution to mitigate this difference. In this blog post Kevin Kingston provides an overview of NQDC plans and how they can help high-earning business owners, executives, and professionals.
December 28, 2020
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.
November 17, 2020
As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.
October 29, 2020
When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.

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While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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Retirement isn’t a one-day event; it’s a multi-year process. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.

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Transitioning from living as a couple to surviving on your own can be complicated.

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