Client Login 401(K) Login Contact Us

Retirement Planning and Your Ideal Future

Design Your Next Chapter

Retirement – as we know it – is changing and evolving. For some, it may still mean the end of full-time work and a complete transition to leisure activities. But for others, it’s an opportunity to design an ideal future: one that may or may not include work, volunteering, starting a business, traveling the world, and more.

Whether you’re 45 or 65, successfully starting your “next chapter” requires a plan. At Savant Wealth Management, our advisors can help you prepare – with answers to your financial questions and guidance to help you envision the life you want to live.

Business Meeting

Leading You Closer To, and Through, Your Ideal Future

Your Savant team is here to help you design, transition to, and live the life you envision. We’re with you on the journey – supporting your plans, keeping you on track, and celebrating with you as you enjoy the ride. Our financial planning, tax, and estate planning specialists work with you to understand your needs, recommending ways to help grow your wealth, protect your health, minimize the impact of taxes, and live comfortably now and in the future.

Live with Confidence

Major lifestyle changes, such as retirement, can raise important questions: Will I have enough money? How much will I pay in taxes? How can I support future generations in my family? We address your most common questions and concerns, and help you build confidence, with our comprehensive suite of services.

Retiree Blue Spotlight

Guides, Articles, and Videos You May Find of Interest

Retirement Guidebook

Retirement Countdown Guidebook

Before you retire, you’ll encounter several challenges and complex decisions. Savant’s Retirement Countdown Guidebook outlines vital questions to answer before you retire.

Learn More

How to Plan for Healthcare Costs in Retirement

Healthcare for a retired couple is estimated to be $300,000. Becoming aware of your options to fund this in retirement can help mitigate the possibility of having to give up your current lifestyle.

Read Now
Diversifier

Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. A Victory Lap Retirement provides an opportunity to leverage new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Read Now
Preserving Your Health in Retirement

Preserving Your Health in Retirement [Webinar]

In this webinar, longevity educator Scott Fulton shares the science behind how we can influence our rate of aging and how to make health investments that can pay us back in years.

Watch Now