Savant Wealth Management
June 26, 2025

Key Milestones on Your Road to Retirement [On-Demand Webinar]

by: Jack Phelps
Key Milestones on Your Road to Retirement

Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy. Financial advisor and managing partner Jack Phelps reveals potential pitfalls and opportunities as you reach these critical milestones. Watch this on-demand session to help you make informed financial and healthcare decisions.

Author Jack Phelps Managing Partner / Financial Advisor

Jack has been involved in the financial services industry since 1989. He is the author of "The Relaxing Retirement Formula: For the Confidence to Liberate What You’ve Saved and Start Living the Life You’ve Earned."

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.

©2025 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.

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