Find the Ideal Path to Your Financial Future
Our free financial guides can help!
As Main Street advisors, not Wall Street investors, we are committed to helping you pursue your ideal future. Savant is a majority employee owned, fee-only wealth management firm. We tailor our suite of comprehensive wealth management services, including financial planning, retirement planning, estate planning, tax planning, and more, to meet the unique needs of individuals who have at least $500,000 in investable assets. Let’s begin here with our suite of free financial tools.
BEGIN HERE WITH SAVANT’S SUITE OF FREE FINANCIAL TOOLS
We work closely with you to understand your financial aspirations and craft a personalized strategy. Here is a collection of valuable financial tools we’ve put together to help you determine which services best suit your needs.
Not sure where to start?
Schedule a no-obligation consultation with one of our financial advisors today.
WealthConfidence Scorecard
Discover eight money mindsets to help you stop worrying about your wealth and start living. Use our interactive worksheets designed to help improve your WealthConfidence score.
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Retirement Personality Quiz
Are you an analyzer, a retirement role model, or a free spirit? Answer seven quick questions to find out.
Take Our Quiz
Retirement Countdown Guidebook
When you’re about five years away from retirement and have at least $500,000 saved, it may be time to start the final approach. We have spent over 30 years helping guide people into retirement and distilled that collective wisdom in this guidebook.
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Financial Advisor Evaluation Checklist
Our Financial Advisor Evaluation Checklist outlines the questions you should ask any advisor or firm you’re considering hiring. Using the Checklist, you can make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.
Get the Checklist
Birthdays in Retirement Guide
As you draw closer to retirement, some birthdays become significant milestones in your retirement planning journey. If you’re gearing up for retirement soon, don’t forget to mark these pivotal dates on your calendar!
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Estate Planning Basics
This whitepaper offers a clear introduction to estate planning basics. We’ll explore what estate planning is and why it’s important, regardless of your age. The topics covered will begin to guide you through the estate planning process, from understanding the options to implementing a plan.
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Health Savings Account Guide
Download our Health Savings Account Guide to learn five surprising facts about this popular savings tool.
Download the Guide
Retirement Readiness Challenge
Get ready to retire with our six-part eCourse! Join our free weekly email series and receive some handy tools and tips that will help you feel organized, and ready for your next phase of life.
Enter the Challenge
Losing a Spouse Guidebook
Losing a spouse isn’t just an emotional upheaval; it can also lead to significant financial changes. Our guidebook is tailored to address common challenges and offer valuable insights.
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Pre-Divorce Checklist
Preparing for a divorce can be an overwhelming and complex process. The time you invest in preparation can pay off later. Savant’s Pre-Divorce Checklist walks you through a four-step process.
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Post-Divorce Checklist
Divorced at last? After you finalize your divorce, there is still much to do. Savant’s Post-Divorce Checklist outlines the financial and legal steps to consider after your divorce is final.
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401K Rollover Checklist
When retiring or changing jobs, you have several options for your 401(k), 403(b), or other employer-sponsored retirement plan. We think you’ll find this checklist helpful as you consider rolling over your retirement account.
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Lasting Retirement Webinar
In this 30-minute recorded webinar, financial advisors Kevin Kingston and Chris Ruedi walk you through important topics to consider as you plan to leave the workforce.
Watch On Demand
Social Security and Tax Guide
This quick reference guide provides a high-level overview of everything you need to know about the current tax year, including key deadlines and the income tax brackets you can use to determine if your Social Security benefits will be taxed.
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Career Crossroads Workbook
Many executives and other successful professionals pursue a path between full-time work and full-stop retirement — blurring the lines between work and retirement to get the best of both worlds. Our Career Crossroads Workbook will guide you through a planning process designed to help you confidently map out the path toward your ideal future.
Get the Workbook
Secrets of a Successful University Retirement
Retiring from a university? Download our eBook to learn six common university retirement traps and how to avoid them, four dangerous trends affecting university retirement plans, four employee benefits you’ll need to replace when you retire, and key insights on long-term care, Medicare, and estate planning.
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University Insights Newsletter
Financial insights for university professionals delivered straight to your inbox twice a month.
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Estate Planning for University Faculty
Our Estate Planning Guidebook for University Faculty can help simplify the estate planning process by outlining an efficient four-step plan that can be used to pursue legacy goals.
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Financial Health Assessment
Discover the state of your financial health with Savant’s Ideal Futures Financial Health Assessment℠ – a three-minute exercise that provides an objective and wide-ranging audit of your current financial situation, helping prioritize what aspects of your financial situation need attention so you can create a plan of action.
Take Our Quiz
Live Webinars
Savant webinars and workshops are a great way to stay informed and take control of your financial future. We cover a wide range of financial topics. Join us for our next live session.
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Webinars - On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch On Demand
Introductory Call
A 15-minute phone call could help lead to financial clarity. Are you ready to speak to one of our professionals?
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Savant Insights Newsletter
This weekly email is an opportunity to level up your financial knowledge. You can unsubscribe at any time, but we don’t think you’ll want to!
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