We specialize in retirement planning for professors and other employees who work in academia. Get a complimentary review of your university retirement plan.
Savant University Wealth Management is an independent, fee-only, fiduciary firm providing comprehensive financial planning services to university professors, physicians, administrators, and other employees across the nation. We’re with you on the journey to your ideal future, offering insight and perspective to help you pursue financial peace of mind. That’s Wise Counsel by your side.
Preparing for retirement requires proper planning, which may include some major shifts in your lifestyle. We’ve spent decades helping guide university professionals toward a fulfilling and successful retirement through comprehensive financial planning. We believe our eBook includes some of our best thinking, like:
Whether you are years away from retirement, in the process of retirement planning, or already retired, estate planning is a key component of your overall financial plan. Is your estate plan complete and updated?
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Whether you will fully retire, enter a phased retirement, or never retire at all, a clear vision and a thoughtful, detailed plan can help make the next phase of your life successful and fulfilling. What does the next chapter hold for you?
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It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe tax planning is a critical component of wealth management.
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Planning for retirement can raise lots of questions. Whether you’re thinking about hiring a financial advisor or just curious, it never hurts to get a second opinion to identify any gaps in your planning.
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Universities offer some of the most generous and comprehensive benefits available, but maximizing these benefits can be complicated. Have you reviewed your university benefits recently?
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One of the most common questions we hear is, “Do I have enough money to retire?” Learn how to replicate your income and help create a reliable income stream to sustain your retirement.
Learn MoreOur team has worked with the university community for decades. We understand the rigors of working in a university setting and how that can impact your financial planning. Watch this brief video to learn more about how our team strives to help provide solutions for our clients.
Learn about phased retirement options for university faculty and ways to transition more smoothly into retirement.
Explore retirement plans, health coverage, and provider choices to help you make informed benefit decisions when moving between universities or leaving academia.
Estate planning is often the part of financial planning where many faculty members have a general sense of what they want but tend to postpone formalizing those plans.
Learn how SECURE Act 2.0 changes affect university professionals, including Roth catch-up rules and 2026 retirement planning tips.
