Client Login 401(K) Login Contact Us Search

Financial Second Opinion

Looking for a Second Opinion on Your Financial Situation?

Just as you may seek a second opinion about your health, it’s common practice with financial advice. Whether you’re worried about a potential problem or looking for increased peace of mind, we can help.

We have a deep bench of in-house estate planning, taxation, and accounting specialists to analyze your situation through the lens of their respective disciplines. Each member brings valuable insights to apply to your situation. The result is a thorough plan of action that is ready for final review and execution.

Value of a Financial Second Opinion

The Value of a Second Opinion

A medical second opinion could lead to a new treatment, or even a new diagnosis. Another physician examines your condition from a new perspective and can provide new options. Even if the second opinion validates your current approach, it could provide peace of mind knowing that you’re on a productive path. Could your finances benefit from similar attention?

Find Out How You’re Doing In 10 Key Areas

Savant’s Ideal Futures Financial Health Assessment ℠ is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation.

Retiree Spotlight Tan

Articles and Videos You May Find of Interest

Why Do People Hire Financial Advisors?

When looking for a financial advisor, many people focus on investment performance. But it’s also important to think about the intangible benefits, such as financial education, behavioral coaching, and more.

Read More

Should I Hire a Financial Advisor?

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask.

Read Now

Considering Divorce? How An Advisor Can Help

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Read Now

Tithing and Retirement Income Planning

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

Read Now