Patti B. Black
CFP®, CSA®
Michelle M. Smith
CDFA®
Savant
Learn how to spot and avoid investment group imposter scams. Get tips from FINRA and Savant Wealth Management to help you recognize and report fraud.
Watch the video “Estate Planning: Beyond the Basics” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.
Savant
Learn the benefits of working with a fee-only financial advisor in Lancaster, PA and how fiduciary guidance can help support long-term planning for affluent households.
Savant
Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.
Savant
Suddenly widowed? Learn immediate financial steps, asset protection strategies, and estate planning essentials with guidance from Savant Wealth Management advisors.
Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.
Savant
As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.
While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.
Watch the video “Retirement is a Family Affair” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.
Savant
PrairieView Partners joins Savant Wealth Management, expanding tax and investment expertise to better serve clients across Minnesota.
Savant
Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.
