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Accumulators

Building and Saving Your 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

June 9, 2021
College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.
June 1, 2021
Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.
May 7, 2021
Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.
529 College Savings Plans Account
May 4, 2021
ESG, a form of investing that takes key Environmental, Social, and Governance metrics into consideration during the portfolio construction process, is gaining traction. Eamon Verdone, a senior investment research analyst, talks about how these strategies can help investors support corporations that apply best practices from an ESG standpoint.
ESG Investing 101
April 28, 2021
Keeping your financial sanity lies in focusing on what you can control. We probably have the most control over our income, expenses, and savings, which makes budgeting extremely important. Financial advisor Adam Glassberg reviews the five keys to creating a workable budget.
Piggy Bank & Calculator
March 10, 2021
When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.
tips for families on utilizing tax credits for working families

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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