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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.
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Our Latest Views & News
A complex financial life leaves more room to miss key things, may needlessly enhance tax liability, and potentially leaves fewer assets behind for heirs. For those edging closer to retirement, the biggest questions are: How do I begin to simplify my financial life? What does simplification even look like?
During the transition from university employment to retirement, you leave the benefits "umbrella" that university employment provides. Learn how to replace four important benefits you will lose when you retire from the university.
Navigating significant life transitions is among the most difficult scenarios people face. From a financial planning perspective, these life events can have an impact on retirement income planning, taxes, investments, and estate planning.
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