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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

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
March 3, 2021
As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.
Start a 529 plan how to
February 26, 2021
The balancing act of managing your family’s finances is a common challenge for Gen X. This video outlines five things you can do now to help balance everything and get on track: Build a solid financial plan, plan for education, budget and save, balance your retirement plan with the needs of your family, and look to the future.
Live Webinar
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.
US Dollar
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.

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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