Objective and Comprehensive Advice
Planning is important. It’s a valuable life lesson and a crucial way to move closer to what you’d like to achieve for yourself and your family.
A solid financial plan serves as an important guide to help you make good decisions, measure progress, handle the expected and unexpected milestones as you go through life, and determine if you’re on track along the way. At Savant, we’re serious about helping you define your vision and goals, and working with you to pursue them.
We start by performing an objective and comprehensive review of your financial situation. Similar to an annual physical with your doctor, our advisors first diagnose your situation before writing a prescription. Through Savant’s proprietary Ideal Futures Financial Health Assessment SM, we review and prioritize which aspects of your financial situation need attention first and then formulate and propose optimal planning strategies. This process helps us determine if you are using all the financial strategies and tools available. It also helps you more closely align your decisions and assets with your goals.