Client Login 401(K) Login

Retiree

What Does Retirement Have in Store for You?

For what seems like forever, you’ve focused on building your life, your family, and your wealth. But one day you looked up and realized that it’s time to start focusing on you and your next chapter. But you may not feel as prepared to start planning the next phase, which includes more complexity and an endless array of options. You may have some big decisions on the horizon – Do you have enough to retire? With current market conditions, is it the right time to retire? Can you sell your house and move to a warmer climate?

Retired Couple

Let Us Guide You

Retiree-Icon

Your Savant Wealth team helps people grappling with these questions every day and they know the ins and outs of the financial details in play. We can help you switch gears from “saving for” retirement to “preparing for” retirement and finally “living in” retirement. Our experienced team of financial planning, tax, and estate planning experts can look at your changing situation and orchestrate how to put your 401k plan, pension, company stock and options, and other assets to work to support your next chapter.

Retiree-Services-Spotlight

Savant Views & News

December 1, 2020
Whether you’re changing jobs or retiring, there are important questions about what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.
Retirement
November 24, 2020
As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.
Gifting Money to Family
November 18, 2020
We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.
the case for cash

Explore Our Other Programs

Accumulator

Accumulator

Saving & Building Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

Learn More
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.

Learn More
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.

Learn More