Free Financial Guides

This is your hub to download informative guides, cheat sheets, and eBooks on the financial planning topics that are important to you. Please scroll down to browse all of our complimentary guides.

You can use these resources to learn from our collective wisdom, but if you need more personalized information or feedback on your financial plan, please give us a call today.

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.

Birthdays You Need to Remember for a Successful Retirement

Birthdays in Retirement Guide

If you’re gearing up for retirement in the near future, it’s crucial to grasp which birthdays can impact your retirement income. Don’t forget to mark these pivotal dates on your calendar!

Tax and Vat 2024 Concept. Tax wooden letters on wooden cubes with 2024 on coins. income tax online return form for payment. Expenses, account, VAT, pay tax in 2024 year.

2024 Social Security & Tax Cheat Sheet

2-Page Reference Guide

This quick reference guide provides a high-level overview of everything you need to know about the 2024 tax year, including key deadlines and the income tax brackets you can use to determine if your social security benefits will be taxed or not.

Retirement Countdown Guidebook

Retirement Countdown Guidebook


This popular eBook shares 7 important retirement questions and explains key strategies you can use to answer them before you retire.

Financial Advisor Evaluation Checklist

2-Page Checklist

Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, this checklist is designed to help you feel more confident as you take the next step.

Pre-Divorce Checklist

4-Page Workbook

A divorce may very well be the most financially significant event of your life. The time you invest in preparation now can pay off later by helping you feel more confident as you start down this emotional road.

Our Goal Is to Help You Plan and Live Your Ideal Life

We believe great advisors help you uncover what’s really important and help you chart a course to live the ideal future you’ve always dreamed of.

We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.