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Individuals & Families

Helping You Grow and Preserve Your Wealth

Whether you’re working on growing your wealth or leaving a legacy, Savant’s Wise Counsel is committed to helping you pursue your goals. As you transition through different phases of life, it’s not surprising that your financial needs evolve with you – and usually become more complex.

We believe you’ll need an advisor who has the agility and experience to support you along the way. And a deep bench of in-house estate planning, taxation, and accounting specialists to analyze your situation through the lens of their respective disciplines. As your team collaborates, the valuable insights from each of the members is applied to your situation. The result is a thorough plan of action that is ready for final review and execution.

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No Matter Where You Are on Life’s Journey, Savant is Here to Help

Building Wealth

Helping you manage the balancing act

Transitioning & Living in Retirement

Living life’s next chapter on your own terms

Planning a Legacy

Thinking about
how you would like
to be remembered

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Wise Counsel By Your Side

At Savant, we believe that all financial advice should be made strictly in the best interest of the client. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.

By Your Side on Life’s Journey


Transitioning
Into Retirement

With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?

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Seeking a Second
Opinion

Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.

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Avoiding a Big
Tax Bill

It’s not about how much you make; it’s about how much you keep after taxes. That’s why we integrate tax planning into our approach to wealth management.

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Rolling Over a
401(k)

If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.

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