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Those Who Are Saving & Building Their Wealth

Between managing your career, raising your kids, and perhaps even caring for an ailing parent, there is barely any time left to proactively plan for your long-term financial goals. You know every little bit counts and you do a good job of saving but aren’t confident that you’re doing everything you can. What if you’re missing something? How do you gain assurance you are maximizing your wealth and minimizing your risks at the same time? 

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You Have Many Questions, We’re Here for You

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Savant’s team of professionals take a holistic approach when managing your wealth. Using our financial planning assessment tools coupled with the wisdom gained from many years of experience, we help diagnose and prescribe the right solutions for clients. But it doesn’t stop there, we are a partner throughout your life. Whether it’s a job change and 401k roll over, or you want to know if refinancing your mortgage makes sense. Savant becomes your financial counselor helping to guide you along this journey.

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Savant Views & News

February 25, 2021
Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.
Free Money
February 17, 2021
While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.
January 7, 2021
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
Adequate Insurance Coverage: Am I adequately insured?
January 5, 2021
Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.
Retirement Savings 101 and Guidelines
December 22, 2020
Balancing the needs of your loved ones can be a rewarding but challenging task. Have you had a chance to look at your own financial situation and progress toward your goals? If not, this may be a good time to get your financial house in order. Financial advisor Chris Ruedi provides a few simple steps to start the process.
Gen X Financial House in Order and Goals

Explore Our Other Programs

Retired Couple Smiling After Retirement Planning

Retiree

Transitioning Into Retirement

Retirement isn’t a one-day event; it’s a multi-year process as you move beyond work. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.

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Diversifier

Diversifier

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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Solo

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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