A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Financial advisors can be hired for various “jobs,” depending on your specific financial goals. Understanding your needs and the services different advisors offer is crucial to finding the right fit for you.

You might have a professional relationship with a financial advisor – one who is supposedly looking out for your best interests and helping you work toward your personal and financial goals. How is that relationship going for you?

We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.

Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.

When it comes to managing your finances, it’s easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.

Building trust with your financial advisor involves committing to honesty, transparency, consistent and open communication, and collaboration. We believe that these five tips will help you find an advisor who is a good fit.

Financial planning is a journey, not a destination. Working with a trusted financial advisor can help you increase financial peace of mind both now and in the future. Keep these five tips in mind as you embark on your financial journey.

In this recorded webinar, Savant’s financial advisors Justin Smith and Will Gunlicks discuss a process designed to help you make your next chapter your best chapter.

If you’re feeling less than confident about your financial wellbeing during these uncertain times, it could be time to get a financial “second opinion.”

The process of selling a business can be daunting — especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.