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Retirement Planning and Other Services for Retirees

Nearing and Living in Retirement

For what seems like forever, you’ve focused on building your life, your family, and your wealth. But one day you looked up and realized that it’s time to start focusing on you and your next chapter. But you may not feel as prepared to start planning the next phase, which includes more complexity and an endless array of options. You may have some big decisions on the horizon – Do you have enough to retire? With current market conditions, is it the right time to retire? Can you sell your house and move to a warmer climate?

Retired Couple Smiling After Retirement Planning

Let Us Guide You


Your Savant Wealth team helps people grappling with these questions every day and they know the ins and outs of retirement planning and the financial details in play. We can help you switch gears from “saving for” retirement to “preparing for” retirement and finally “living in” retirement. Our experienced team of financial planning, tax, and estate planning experts can look at your changing situation and orchestrate how to put your 401k plan, pension, company stock and options, and other assets to work to support your next chapter.


Explore Our Other Financial Planning Programs



Saving & Building Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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Diversifying & Protecting Your Life’s Work

You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.

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Suddenly Solo

Taking Control of Your Wealth After Divorce or Loss of Your Spouse

Transitioning from living as a couple to surviving on your own can be complicated. Taking control and picking up the pieces can be a bigger job that you bargained for.

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