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Avoiding a Big Tax Bill

Paying Too Much in Taxes?

No one likes a big tax surprise. The complex nature of tax laws and the tax planning opportunities within university retirement plans make the need for professional tax assistance clear.Our tax planning focuses on helping clients create tax balance in retirement, explore tax advantages in university benefit plans, and evaluate tax savings opportunities while you work.

Our goal is to make sure you pay no more in taxes than you legally owe, and we can develop longer-term tax plans designed to help you avoid experiencing a surprise in the future.

Avoiding a Big Tax Bill

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Transitioning into Retirement Hero

Financial Health Assessment

Got three minutes? That’s all it takes to get an objective and wide-ranging audit of your financial situation. Our financial health assessment helps you prioritize the areas that need attention so you can create a plan of action. With the click of your mouse, you’ll learn potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your retirement goals.

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Wise Counsel for University Professionals

Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

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