During your introductory conversation, a member of our team will welcome you. We’ll gather some preliminary details –basic contact information, what brought you to Savant University Wealth Management, some general information on your financial planning to date, and a general overview of your most pressing concerns. We will then schedule a one-hour complimentary review meeting with one of our advisors.
We are committed to providing the value and experience you deserve. Collectively, we offer our deep knowledge, credentials, work ethic, character, reputation, and experience from decades of planning relationships with university professionals. We look forward to meeting you!