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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


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.


Savant Views & News

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
November 3, 2020
As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.
Benefits of Lump-Sum Pension Plan

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