Savant - University Wealth Management

Estate Planning and Wealth Transfer

Safeguarding Your Family’s Future

How long have you been reminding yourself that you need to update your estate plan? The process can feel daunting at first because it’s quite detailed and requires professional direction. But with Savant’s deep bench of estate planning specialists in your corner, you’ll have the perspective and Wise Counsel to help you manage the process.

Our team of in-house estate planning professionals include attorneys and financial professionals who specialize in the intricacies of estate planning. They can help provide valuable guidance to manage the complex issues associated with estate planning and wealth transfer.

Estate Planning

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How Savant Will Assist You

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Our Team

Our team of in-house estate planning professionals include attorneys and financial professionals who specialize in the intricacies of estate planning. They can help provide valuable guidance to manage the complex issues associated with estate planning and wealth transfer.

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Our Mission

Our mission is to help clients ensure their estate planning goals align with their retirement and portfolio management goals. We strive to keep the estate planning process from becoming overwhelming for our clients.

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Our Objective

Our objectives in the estate planning process are to help protect your lifestyle and assets, and that your assets will transfer to your beneficiaries in a tax-efficient manner. You probably have specific wishes for the distribution of your assets to loved ones, charities, and institutions at the time of your death. However, it takes more than a will to ensure those wishes are honored.

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Accomplishing Your Goals

We use an estate planning process that begins with your goals. We then make recommendations regarding estate planning documents and techniques to help you accomplish your goals in the most efficient way. We assist our clients through the entire estate planning process.

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Estate Plan Audits

Our advisors also provide estate plan audits for clients who have an existing estate plan. During this process, we evaluate all details of your plan with the goal of helping ensure it will achieve your desired outcome.

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.