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Retirement Readiness Challenge

Get Ready to Retire with Our Six-Part Series

Are you preparing to retire this year with at least $500,000 in investable assets? If so, let’s make sure you feel ready to take that next important step. Join our free weekly email series and receive some handy tools and tips that will help you feel organized, confident, and ready for your next phase of life.

Over six weeks, you’ll get emails with exercises to help you learn:

  • How to track your expenses
  • How to create a budget
  • When the best time is to claim Social Security
  • How to prepare for healthcare costs in retirement
  • How to feel socially connected in retirement

At the end of the six weeks, you’ll also have an opportunity to book an introductory, no-obligation meeting with a Savant Wealth Management financial advisor.

Sign up now and join us as we help you along your journey to retirement this year!

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About Savant

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.

About Savant Wealth Management

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.

©2023 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

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.