You have been planning for this moment throughout your career—and when you’re about five years away, it’s time to start the final approach. It can feel stressful because there isn’t much room for error.
Before you retire, you’ll encounter several challenges and complex decisions. Most people will only retire once, which is why determining the timing can feel particularly daunting.
We have guided thousands of people into retirement and distilled that collective wisdom in this guidebook. Every journey is unique, but there are always common threads. This guide is a collection of our foundational beliefs, perspectives, and strategies about retirement.
Questions to Answer Before You Retire (Guidebook Chapters)
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.