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We specialize in retirement planning for professors and other employees who work in academia. Get a complimentary review of your university retirement plan.
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Wise Counsel for University Professionals
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.
Nearing Retirement?
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:
- How to avoid common retirement missteps
- Benefits you’ll need to replace in retirement
- Insights on health care, Medicare and estate planning
By Your Side on Life’s Journey
Transitioning from University Employment to Retirement
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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Avoiding a Big Tax Bill
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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Replacing Your Income in Retirement
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.
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Leaving a Legacy
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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Maximizing University Benefits
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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Seeking A Second Opinion
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.
Learn MoreLearn How Our Team Helps Provide Wise Counsel for University Leaders
Our 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.
Our Services
Our Latest Views & News
When we work with university professionals, it’s common for them to have several retirement and investment accounts. Perhaps they’ve worked at multiple universities, or their university went through a retirement plan custodian change. Learn more about the three potential hidden risks of consolidation and consider an alternative way to manage your many accounts.
Living a long and healthy life is a goal we all share. However, navigating the complexities of healthcare costs in retirement can be daunting. By understanding the challenges and opportunities ahead, you can take control of your financial well-being and enjoy the retirement you deserve.
Most people underestimate the likelihood of needing long-term care. The reality is, a significant portion of the population will require assistance with daily activities as they age. This can be a huge financial burden, but there are steps you can take to plan ahead.
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