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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

December 30, 2021
With 2022 upon us and the number of COVID variants continuing to grow, how can small businesses mitigate the potential for more negative effects in the coming year? Scenario planning, a way of visualizing different futures for your business, may hold some answers.
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.

Explore Our Other Programs

Accumulator

Accumulator

Saving & Building Your Wealth

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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Retired Couple Smiling After Retirement Planning

Retiree

Transitioning Into Retirement

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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Solo

Suddenly Solo

Taking Control of Your Wealth After Divorce or Loss of Your Spouse

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

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