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Seeking a Second Opinion

Looking for a Second Opinion on Your Financial Situation?

Just as a second opinion about your health may be helpful, you may find it enlightening to get a second opinion about your finances. We’re familiar with most university benefits plans and our goal is to help you assess your situation, whether you’re worried about a potential problem or looking for increased peace of mind.

We have a deep bench of in-house estate planning, taxation, and accounting specialists who can view your financial state through the lens of their respective disciplines. Each member strives to help bring valuable insights to apply to your situation, contributing to actionable recommendations customized for you.

UWM Second Opinion

Schedule a No-Obligation Introductory Call

UWM - Seeking a Second Opinion

The Value of a Second Opinion

A medical second opinion could lead to a new treatment, or even a new diagnosis. Another physician examines your condition from a new perspective and can provide new options. Even if the second opinion validates your current approach, it could help provide peace of mind knowing that you’re on a productive path. Could your finances benefit from similar attention?

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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