Solving for your ideal retirement means asking the right questions now. If you’re about five years away and have at least $500,000 saved for retirement, it’s time to start creating your optimal retirement strategy. Our guidebook can help get you started.
While every retirement journey is unique, we’ve found most people share a few common concerns, like how to replace their paychecks, minimize their tax burden, and account for healthcare. But beyond the numbers, it’s also important to consider the emotional impact of this major life event. We’ll show you the right questions to ask yourself as you plan to retire.
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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.
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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.